How to handle RMDs and other year-end planning tips

November 15, 2017

 

An episode in Vanguard's Investment Commentary series

The year-end often brings tax and financial planning duties. Some clients, for example, face required minimum distributions and may need to think about how those distributions affect their overall tax picture. Others may face capital gains or net investment income taxes.

In this 14-minute podcast, Maria Bruno of Vanguard Investment Strategy Group offers tips to help in year-end planning.

Note:

  • All investing is subject to risk, including the possible loss of the money you invest.

 

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