See Which IRS-Allowed RMD Strategies May Be Worth Discussing — Get Matched With an Advisor

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Disclaimer: The phrase ‘Little Known RMD Strategies’ refers to IRS-allowed distribution and planning options (such as Qualified Charitable Distributions, Roth conversions, and Qualified Longevity Annuity Contracts) that are often underutilized by retirees. For example, research cited in the Journal of Financial Planning noted that more than half of Fidelity IRA clients were taking only their required minimum distributions without employing additional strategies (Fortuna, 2019). These approaches are recognized under IRS rules but may not be appropriate for every investor. Individual circumstances vary, and tax outcomes depend on factors such as income, age, and account type. Consult a qualified financial or tax advisor before making any decisions regarding retirement accounts or distributions.”

Every investor’s situation is unique. Strategies that may be effective for one person, such as charitable giving, Roth conversions, or multi-year withdrawal planning, may not be suitable for another. Tax laws and retirement rules can change, and the impact of any strategy depends on your income, assets, and long-term goals. Before making decisions about your retirement accounts or Required Minimum Distributions (RMDs), it is important to speak with a qualified financial advisor who can evaluate your individual circumstances.

This survey will match you with up to 3 financial advisors. We provide your advisor matches with your survey responses, which help them understand your financial goals. Your advisor matches are chosen based on preferences, as well as your stated amount of assets. We also consider each advisor's advertising budget, therefore advisors with larger budgets are more likely to appear in the results page.

FinanceAdvisors.com is owned and operated by Outlier Group, which is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). We do not provide investment advice or manage client assets. Our service connects users with independent fiduciary financial advisors or partners who do so, based on survey responses. Matches are determined by factors such as asset range and advisor availability. Advisor visibility may be influenced by advertising budgets. Outlier Group receives compensation from advisors for referrals.

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