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Taking Required Minimum Distributions as Efficiently as Possible!

RMD deadlines are approaching! (Dec. 31)

So, how can you make the best of them?

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.

Watch the podcast above, or listen to the audio here:

Nic at the white board (2022)


Nic Daniels BFA™, Financial Advisor

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