Are Your Allocations Right for RMDs?

It takes a well-planned strategy to ensure your investments are generating enough in interest and dividends to cover IRS-mandated RMDs. Because if they’re not, then your RMDs will likely have to come from principal. And spending principal, especially during the beginning of retirement, can negatively impact your remaining years. This report explains what you can do to avoid costly mistakes when it comes to your RMDs.

Are Your Allocations Right for RMDs?

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