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Hudson Valley retired couple at the kitchen table reviewing first RMD tax projection paperwork
Retirement·9 min read·

What the First RMD Does to a Hudson Valley Household's Tax Bill at 73

The first RMD arrives the year you turn 73, and for most Hudson Valley households it produces the largest single-year jump in effective tax rate they will ever see. Here is the math, the surprise Medicare surcharge, and the five moves before 73 that soften the blow.

Peter Guggisberg, Hudson Valley financial advisor based in Newburgh, NY

Peter Guggisberg

Financial Advisor · Hudson Valley, NY

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

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Peter Guggisberg, financial advisor, Hudson Valley NY

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