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.
The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.
Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.