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Personal Investments • Take RMD's at beginning or end of year?

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Theoretically you can look at it as follows.

Logically you are invested because you belive assets grow over long term. Thus probability of the assets being higher at the end of the current year vs beginning of the year is higher. Otherwise why would you even invest? Thus mathematically one should wait until near the end of the year

But emotionally if the assets went down during the year you will now be taking out proportionately more from the assets than if you had taken them out at the beginning. Now you have regrets. Since taking out is “required” and you are forced to sell it low

Thus the decision is based upon what type of personality you have. logically optimum or emotionally avoiding regret?
The funds are not consumed on the day of withdrawal, only moved to another account.
Once in the taxable account, they can be invested exactly as they were originally. Then you convert the investment into your checking account as needed.

No missed potential growth.
Agreed. I reinvest immediately, EXCEPT for tax withholdings, whose growth I therefore do miss out on.

Statistics: Posted by bertilak — Wed Jul 24, 2024 12:08 pm — Replies 21 — Views 2166



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