There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it out in one lump sum or periodically throughout the year. One reason there has been a more vocal debate about this topic relates to the market’s volatility in the past months. We thought you would be curious to know that a study was actually done on this topic and the results were, not surprisingly, dependent on the person’s risk tolerance and tax bracket. Call us if you are struggling to come to a conclusion as to what is best for you. We can help you look at your sources of qualified funds and provide you with some different scenarios that may work best for you. We’re always here to help.
RMD Timing
