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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
May 3, 2022
May 3, 2022
20 min
Today, Paul answers a listener who wants to know if he has to wait until he’s 70 1/2 to make a QCD in December or if he can make it now. Paul shares some helpful tips for getting the most out of your RMD and some research about whether it’s typically better to take your RMD every month or at the end of the year. Paul encourages you to make qualified charitable distributions (QCDs) to get the most out of your RMD. Later in the episode, Paul addresses Fidelity allowing investors to put Bitcoin in their 401(k) accounts.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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