Preview Mode Links will not work in preview mode

Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

  1. All Episodes
  2. What if you don’t need your RMD?

What if you don’t need your RMD?

Mar 18, 2024

What if you don’t need your RMD? – Chris Boyd and Jeff Perry dig into the
commonly asked question of what to do with Required Minimum Distributions
(RMDs) when you don’t need the money, and would like to avoid the resulting
income taxes. Chris and Jeff converse about how frequent it is for clients to reach
an age when the IRS requires you to start withdrawing money from retirement
accounts that you don’t need to tap into just yet. Chris and Jeff discuss various
options of how to invest, spend, or give to a charitable cause. (See reference article
at the link below).
https://finance.yahoo.com/news/rmds-dont-money-yet-140430152.html
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr