Four Important Rules for Required Minimum Distributions

22/02/2022 13 min Temporada 36 Episodio 8
Four Important Rules for Required Minimum Distributions

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Episode Synopsis

Original Air Date: February 19, 2022On January statements, custodians likely notified investors the balance of their accounts as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™ to share four important rules to remember when planning your required minimum distributions. Read the Article: https://www.henssler.com/pay-attention-to-these-rules-when-planning-your-2022-rmds

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