Asked by an anonymous user
Absolutely! Generally, you can leave it in the same fund as long as you can find the fund and fund family at the custodian (financial institution) where your IRA Roll...

Calculate how much savings you’ll have at different retirement ages
Asked by Joel
Answered by Stephen Hartel, MBA, AIF in Denver, CO
Joel, Yes, the IRS allows you to take the RMD from whichever account(s) you wish, as long as the total is correct. Best regards, Steve

Calculate how much your income will be at different retirement ages
Asked by Jeff
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Jeff. Thanks for your service. I am also a Veteran and reside in the USA. I do travel extensively. Are you living comfortably now? What would change if you ret...

Calculate how much you’ll need to support your lifestyle in retirement
Asked by Peter
Answered by Barry Rabinowitz, Financial Adviser in Plantation, FL
RMDs refer to required minimum distributions on tax-deferred retirement accounts. Under current IRS rules, you must take distributions when you are 70 1/2 years old, w...


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