Original Air Date: February 19, 2022

On January statements, custodians likely notified investors the balance of their accounts as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™ to share four important rules to remember when planning your required minimum distributions. 

Read the Article: https://www.henssler.com/pay-attention-to-these-rules-when-planning-your-2022-rmds