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Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.

Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, and long-term capital strategy.

Clarity for complex wealth—and the life it is meant to support.

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RMD Logistics

Meredith Schneider, CFP®
18 hours ago
1 min read

I won't pretend this is the most exciting topic in personal finance. Don't kill the messenger—I'm just here to help with a necessary evil.

If you're approaching your own RMDs or have inherited an IRA, this video explains the practical logistics—from calculating the distribution to tax withholding and deciding where the funds should go.