Your IRA Is A Ticking Time Bomb
At age 73, the IRS forces you to start withdrawing money—whether you need it or not. These withdrawals can raise your taxes, shrink your savings, and create unnecessary financial pressure.
The RMD Rescue Plan™ is an IRS-approved way to stay ahead of these rules and protect more of what you’ve built.
What Is the RMD Rescue Plan™?
The RMD Rescue Plan™ is a simple, IRS-approved strategy that restructures how your retirement income is handled—so you can reduce or even eliminate future Required Minimum Distributions (RMDs).
It was built for retirees who want more control, fewer surprise tax bills, and a smoother path through retirement. Instead of watching IRS rules dictate your withdrawals, this plan helps you stay in control of the timing, the taxes, and the long-term impact on your savings.
If RMDs feel confusing, frustrating, or unnecessary…this plan was designed for you.
Traditional RMD Rules
What the IRS demands
01
IRS forces withdrawals at 73
02
Withdrawals increase taxable income
03
May trigger higher Medicare premiums
04
Can reduce long-term compounding
05
Creates tax pressure at the worst possible time
The RMD Rescue Plan™
What you gain instead
01
Reduces or removes future forced withdrawalsIRS forces withdrawals at 73
02
Helps stabilize taxable income
03
Gives you more control over when income is recognized
04
Supports long-term preservation of savings
05
Built fully within IRS guidelines
The traditional approach reacts to the rules.
The RMD Rescue Plan™ helps you plan around them.
Who’s This for?
Know before you commit to anything.
You want more control over retirement income
You have meaningful
tax-deferred savings
You want fewer surprise tax bills
You're a strong candidate if:
What you gain instead
Want to reduce your future tax burden
Prefer predictable, low-stress retirement planning
Want to keep more control over withdrawals
Don’t want the IRS dictating your income timeline
You're Not a Fit if
Prefer Managing Everything On Your Own
Have little or no tax-deferred savings
Are looking for high-risk or high-volatility strategies
How It Works
3 Simple Steps
01
Schedule
Your Call
A brief conversation with a Licensed RMD Rescue Plan Advisor™ to understand your goals and current situation.
02
Personalized Assessment
Your advisor reviews your accounts, income, and tax profile to determine whether the RMD Rescue Plan™ is appropriate for you.
03
Your RMD Rescue Strategy
You receive a clear explanation of how the plan would work for you—and how it may reduce or eliminate future RMDs.
No pressure. No jargon. Just clarity.
Questions
Is the RMD Rescue Plan™ safe and IRS-approved?
Yes. Everything within the RMD Rescue Plan™ follows existing IRS rules. There are no loopholes or gray areas—just proper planning using guidelines already in the tax code.
Why wouldn’t I just follow the traditional withdrawal rules?
Traditional RMDs may increase your taxable income, shrink long-term growth, and trigger additional taxes or premiums. The RMD Rescue Plan™ helps you structure your income in a way that reduces these effects.
Can I undo this strategy if I change my mind?
Your advisor will explain what parts of the plan are permanent and what parts remain flexible. You’ll know exactly what your options are before making any decisions.
Take control of your retirement before the IRS forces your hand.
See if you qualify for the RMD Rescue Plan™—it only takes 30 seconds.
