For individuals over age 59 ½ who are not yet required to take Required Minimum Distributions (RMDs), withdrawing funds from pre-tax retirement accounts can lower future RMDs and preserve Roth assets for years when the investor might be in a higher tax bracket.

Authors

• Person: Not available Organization: Ameriprise
  10 tax strategies for savvy investors - Ameriprise Financial

Sources

• 10 tax strategies for savvy investors - Ameriprise Financial www.ameriprise.com Ameriprise via serper

Referenced by nodes (1)

• required minimum distributions concept