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What if you don’t need your RMD? – Chris Boyd and Jeff Perry dig into the commonly asked question of what to do with Required Minimum Distributions (RMDs) when you don’t need the money, and would like to avoid the resulting income taxes. Chris...
What if you don’t need your RMD? – Chris Boyd and Jeff Perry dig into the
commonly asked question of what to do with Required Minimum Distributions
(RMDs) when you don’t need the money, and would like to avoid the resulting
income taxes. Chris and Jeff converse about how frequent it is for clients to reach
an age when the IRS requires you to start withdrawing money from retirement
accounts that you don’t need to tap into just yet. Chris and Jeff discuss various
options of how to invest, spend, or give to a charitable cause. (See reference article
at the link below).
https://finance.yahoo.com/news/rmds-dont-money-yet-140430152.html
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
