The Blue Jade Wealth Management Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.
For those who don’t need the extra income, there are several ways to strategically use your RMD funds.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around.