Why Not Now? RMDs, Beneficiaries, and the Mid-Year Planning Checkup

Why wait until year-end when there may be planning opportunities available right now? In this episode of Something More with Chris Boyd , Chris Boyd, Russ Ball, and Luke Bagley discuss two often-overlooked areas of financial planning that deserve attention before the calendar turns: Required Minimum Distributions (RMDs) and beneficiary designations. With markets posting strong gains through much…