Your 2023 Required Minimum Distribution
In this Money Talks Minute, Bil Lako, CFP®, explains how your annual required minimum distribution is based on your account balance as of December 31 the previous year.
In the News: What have you done for me lately?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, asks investors, “If you liked the investment before and nothing has changed except the price decline, why wouldn’t you jump at the chance to buy more at a lower cost?”