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How to Make the Most of RMDs
Expert Opinion May 29, 2025 at 04:30 PM
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What You Need To Know
- Taxes can be taken for each distribution, or they can be deferred until the end of the year.
- Distributions taken early in the year can keep things simple for beneficiaries in the event that a client dies during the year.
- A low-risk bucket can be useful in IRA accounts for clients subject to RMDs.
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