The Investor Coaching Show with Paul Winkler
Business:Investing
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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