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RMDs explained | 5 Questions with Fidelity | Fidelity Investments

Автор: Fidelity Investments

Загружено: 2025-08-07

Просмотров: 4721

Описание: Starting at age 73, the IRS requires you to make annual withdrawals from your tax-deferred retirement accounts. But how much should you withdraw? Should you make a large withdrawal in January or smaller ones throughout the year? Are there tax implications? Should you reinvest the money? This episode of 5 Questions with Fidelity has answers to all these questions and is full of strategies to help you manage your RMDs. prepared for retirement.

00:00: Welcome to 5 Questions with Fidelity
00:31: What are required minimum distributions (RMDs)?
01:31: How are RMDs calculated?
02:26: Do you have to take RMDs?
03:43: When should you take RMDs?
04:50: How can you lower potential taxes on RMDs?
06:31: The bottom line on RMDs

Questions? Drop them below 👇 and we’ll reply right in the comments.

Watch on Fidelity.com
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