Most retirees know they have to take their RMDs. Fewer realize the timing is largely up to them, and that choosing wisely can have real tax consequences. Madison Bennett walks through the key timing decisions around required minimum distributions: what drives the choice, how to use your RMD for tax withholding, and when a qualified charitable distribution might make more sense than a standard withdrawal.
2018 End of Year
Financial Consulate aims to help lessen the worry and burden of wealth management and enhance financial wellness so our clients can pursue relationships and true fulfillment. Choose the professionals at Financial Consulate as your Certified Financial Planners™ (CFP®) to take advantage of our educational, ethical approach to financial planning. Our services are comprehensive, including tax planning, investment planning, retirement planning, estate planning, and more. We operate completely independently and offer fee-only services to keep your vision in line with our recommendations at all times. While we have offices in Hunt Valley, Maryland, Fernandina Beach, Florida, and Gettysburg, Pennsylvania, we serve clients across the nation. To begin your partnership with a trustworthy wealth advisor, please contact Financial Consulate today.

