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BSMG Blog: Protecting the Future of Families and Businesses

RMD Optimization Strategy

Posted by Evan Graff on 24 Jun 2015


In our latest Brainshark, Evan Graff discusses an RMD optimization strategy that many of our advisors are utilizing. 

This strategy takes the asset allocation they've created one step further and utilizes product allocation to optimize the income and cash flow of a portfolio heading into RMD. The short video also contains a client case study to help better illustrate RMD optimization. To predict what your required minimum distribution is, use our Projected RMD Calculator.


This is a part of our National Annuity Month series. In case you missed Jesse Greenberg's video blog on "Finding Clients the Optimal Guaranteed Income Solution", you can
check it out here.

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Topics: Retirement, Annuities