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Daily Archives: December 21, 2021

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With Multiple Accounts, There is Plenty of Room for RMD Errors

Case Study, Featured, New Year/End of Year, RetirementBy Editorial TeamDecember 21, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary.

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