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What Is Your RMD Withdrawal Strategy?
Manage episode 398299804 series 3428540
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A few episodes ago we talked about how to keep your tax bill down when planning for Required Minimum Distributions (RMDs). After that show aired, we received a good question from a listener in Arizona who wanted to know what a good withdrawal plan would be for someone who is actually taking their RMDs.
For example, would it be prudent for someone to sell stocks in their IRA to satisfy their RMD when doing so may violate a key principle of the LCG Bucket Strategy® that says you should never sell a long-term asset to cover a short-term liability? Do all RMDs have to be taken in cash?
Get the answers to questions that are rarely asked but are vitally important with host Johnny Dean and "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!
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