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Happy 60th Birthday. Time to Reduce Future RMDs.
Expert Opinion April 17, 2024 at 02:08 PM
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What You Need To Know
- Once clients reach their 60s, it makes sense to start exploring the options for their IRA balance.
- Clients with large balances may wish to examine their tax situation and start taking money out early or consider Roth conversions.
- Beware of IRMAA surcharges once Medicare kicks in.
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