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Which brings me to your CFP. Just curious...why are you bringing this to his attention? He should be suggesting this to you...its his job.

Fair enough. This was the first time I'd met with him in that capacity. Still, he'd been doing my taxes for nearly 30 years, so he knows my situation pretty well.

Is it a particularly esoteric idea to withdraw money from a qualified account while retired and still in a low tax bracket so as to reduce future RMDs? I wouldn't have thought so, but maybe it is.
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