Use In-Kind RMDs to Avoid Selling Your Retirement Account Assets
John Lau, CPA, CFP® December 19, 2022 – Are you 72 or older? If so, you must take a required minimum distribution (RMD) from your traditional IRA, SEP-IRA, or SIMPLE IRA by the end of the year. If you turn 72 this year, you can wait until April 1 of next year to take your […]
Yesterday’s Take-Away: Recession More Likely
December 19, 2022 Good morning, With the major market events of the month now largely behind us, expect financial markets to now shift into holiday mode. Let’s give the current rally the benefit of the doubt and a chance to muster a reasonably common Santa Claus rally over the next two weeks. However, I’m beginning […]