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.
Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.