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OldAIMGuy

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OldAIMGuy

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Re: Adam post# 47937

Monday, 07/28/2025 4:58:43 PM

Monday, July 28, 2025 4:58:43 PM

Post# of 48422
Hi Adam,
My retirement accounts are managed by my former company. My accounts are bundled with others invested in the same portfolio strategies. So, when I take my RMD, my account then needs to be rebalanced to match the others in the same portfolio. That forces share sales to bring the cash level back to the model's. The various share percentages are also the same as all the others in that strategy.
Best wishes,
OAG Tom

Buy from the Scared; Sell to the Greedy.....

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