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"Little-known RMD strategies" refers to IRS-allowed distribution and planning options (such as Qualified Charitable Distributions, Roth conversions, and Qualified Longevity Annuity Contracts). Strategies referenced are recognized under IRS rules but may not be appropriate for every investor. This page is educational and is not investment, tax, or legal advice.
More than half of Fidelity IRA clients took only their required minimum distributions without additional strategies (Barron's, December 2019; Journal of Financial Planning, January 2022).
Finance Advisors is an advisor matching service operated by Outlier Group, which is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Outlier Group receives compensation from advisors for referrals; advisor matches are influenced by an advisor's advertising budget, and advisors with larger budgets are more likely to appear. Any RMD, Roth, or tax decision is the work of the independent fiduciary you choose. Investing involves risk, including possible loss of principal; no outcome is guaranteed, and a fiduciary duty does not eliminate all conflicts of interest.