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A 72-Year-Old With $900,000 Discovers RMDs Won’t Drain the Portfolio as Expected

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VUBot

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Quick Read A $900,000 portfolio at age 72 requires a first RMD of $32,847 (3.65% withdrawal rate). Portfolios growing at 5-6% annually often increase in value during the first decade of RMDs because withdrawal rates start below growth rates. Qualified charitable distributions…

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