RMDs (Required Minimum Distribution) are often an inconvenience. The timing, amount, and tax consequences associated with RMDs might run the risk of throwing a wrench in your financial plans, but it doesn’t have to be that way. That’s where we can help. With our help, you will have a better understanding of your options to manage or defer your RMDs depending on your financial situation. This checklist covers important factors you need to know when reviewing your RMDs:

• Having a clearer understanding about how you are taking your RMDs (e.g., timing, amount, where it is being sent, etc.).

• Being more deliberate about how you use RMDs that are in excess of what you need for living expenses (e.g., reinvest, bolster emergency fund, etc.).

• Coordinating RMDs with other investment, charitable, and/or tax planning goals.

Do you have questions about RMDs or do you want advice?

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