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If you have savings in a pre-tax retirement account, starting at age 73, you must begin to withdraw a percentage of money every year from the account(s).
Check out this informative 1-page fact sheet that answers some of the most frequently-asked questions about RMD's:
Click here: 7 RMD QUESTIONS ANSWERED
Some of our clients choose to contribute their RMD's to not-for-profit organizations, which allows the entire amount, without being taxed, to be donated. Ask us how!
Our advisors are available to help you with additional questions or concerns. Call our office today.