Ramón Rodríguez - Northwestern Mutual

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. http://spr.ly/6189BGHqiW

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money.

Key takeaways

A required minimum distribution (RMD) is the smallest amount of money that you are legally mandated to withdraw each year from a retirement account (beginning at age 73 in 2026).

The withdrawal amount is calculated using your account balance on the final day of the prior year and a “life expectancy factor” (based on your age) determined by the IRS.

If you don’t make RMDs on time, you could face a penalty of up to 25 percent (in addition to ordinary income tax on the distribution).

Required Minimum Distributions: 7 Things You Should Know Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6186B1faMn

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6180B1xnqi

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6187B1srjN

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6185BELSJz

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Why Broader Market Participation Matters Now Markets are broadening beyond tech. See why diversification still matters.

Looking for financial guidance from a nationally recognized team? You’re in the right place. I am honored to be recognized as a Forbes | SHOOK Top/Best-in-State Financial Security Professional. My team and I are here to answer questions, build a plan that fits your life, and help you navigate whatever comes next.