What to Do With RMDs You Don’t Need
September 17, 2016
You have to take Required Minimum Distributions (RMDs) from your non-Roth IRA retirement accounts when you reach 70 1/2. If you’re fortunate enough to not need the money, Jim and Chris discuss options for what to do with those RMDs. They also answer a listener’s question regarding how to determine if you need a Certified Financial Planner (CFP) or a Certified Public Accountant (CPA) and how to find one.
Podcast: Play in new window | Download (Duration: 1:43:01 — 47.2MB)
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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
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