The Real Money Pros

Taking Required Minimum Distributions as Efficiently as Possible [EP. 200]


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For many with money sitting inside of a pre-tax retirement account, it’s time to start thinking about taking their required minimum distributions. And depending on your situation, taking your RMDs may not exactly be ideal! Nic gives you some ideas on how to make the most out of those distributions. Online calculators, qualified charitable distributions, and investing your RMDs.

 

Host:

Nic Daniels BFA™, Financial Advisor

 

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

 

Resources:

https://www.forbes.com/sites/kristinmckenna/2022/10/19/the-best-way-to-take-required-minimum-distributions-rmds/?sh=6762222b69dd

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