Living in Retirement

 

Practical planning for required minimum distributions (RMDs)

December 15, 2015
 
 

Tax-savvy tips to help you switch from saving to withdrawing

Taking a few simple, tax-savvy steps can help simplify the required minimum distribution (RMD) process. Maria Bruno, a senior retirement strategist with Vanguard, and Christine Benz, director of personal finance at Morningstar, discuss some approaches.

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Notes:

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Diversification does not ensure a profit or protect against a loss.
  • We recommend that you consult a tax or financial advisor about your individual situation.