
6 minutes read
Tax-Efficient Planning with RMDs and Life Insurance
Contributed by: Pijus Bulvinas, CFP®
For many high-net-worth individuals, retirement is less about accumulating assets and more about using them wisely. Required Minimum Distributions (RMDs) can present both an opportunity and a challenge. On the one hand, they provide steady income from retirement accounts. On the other, they often trigger tax consequences that may feel unnecessary, especially if…