Are Your Allocations Right for RMDs?

It takes a well-planned strategy to ensure your investments are generating enough in interest and dividends to cover IRS-mandated RMDs. Because if they’re not, then your RMDs will likely have to come from principal. And spending principal, especially during the beginning of retirement, can negatively impact your remaining years. This report explains what you can do to avoid costly mistakes when it comes to your RMDs.

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Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2022 Arbor Financial Services of Florida. All Rights Reserved. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida and Sound Income Strategies, LLC are not associated entities. Arbor Financial Services of Florida is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

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