DiscoverInvestTalkStrategies for RMDs: What to Do When You Don't Need the Money
Strategies for RMDs: What to Do When You Don't Need the Money

Strategies for RMDs: What to Do When You Don't Need the Money

Update: 2024-10-10
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Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals.

(Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.)

 

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Strategies for RMDs: What to Do When You Don't Need the Money

Strategies for RMDs: What to Do When You Don't Need the Money

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors