Strategies for RMDs: What to Do When You Don't Need the Money episode artwork

EPISODE · Oct 10, 2024 · 46 MIN

Strategies for RMDs: What to Do When You Don't Need the Money

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals.(Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.) Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt Disney Co., SOFI - SoFi Technologies Inc, High Returns, CELH - Celsius Holdings Inc., Market Wrap, Strategies for RMDs: What to Do When You Don't Need the Money, Strategies for RMDs: What to Do When You Don't Need the Money, PRIM - Primoris Services Corp., HSTM - HealthStream Inc., DOJ Sues Google, AZN - AstraZeneca PLC ADR, GL - Globe Life Inc., China.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

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Strategies for RMDs: What to Do When You Don't Need the Money

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