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Before you retire, consider planning for your required minimum distributions (RMDs). This can be more complicated than you imagine if you have significant retirement assets in qualified plans, such as 401(k) accounts and IRAs, but you can achieve a tax-friendly result with a little planning.
Different rules apply if your spouse is the sole beneficiary and at least 10 years younger than you. There are stiff tax penalties that apply on RMD amounts not taken.
Deducting up to 60% of your adjusted income annually for charitable contributions can also help reduce the tax bite.
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