Archive for RMD preservation

HOW TO PRESERVE YOUR RMD BALANCE

| June 9, 2021 | 0 Comments

We have all heard the statement “DON’T TOUCH THE PRINCIPLE”. If you need to withdraw a Required Minimum Distribution (RDM) and the entire amount is not needed at the present time, my suggestion is to transfer the funds AFTER tax to another investment account. When transferring instead of withdrawing the ENTIRE distribution you can save […]