Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
For those who don’t need the extra income, there are several ways to strategically use your RMD funds.
Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.
A more complex equity landscape and the potential for Fed policy shifts mean investors will need to be nimble in 2025.
