Managing RMDs When You Don’t Need it to Pay for Living Expenses

Published: Aug. 27, 2018, 8:40 p.m.

Senior Managing Associate and Principal Jennifer J. Thomas, CFP® and Tax Consultant Jessie Thomas, C.P.A. join Chief Investment Officer Troy Harmon, CFA, CVA for a discussion on planning for the first required minimum distribution from tax deferred retirement accounts at age 70 ½.