Episode 156: RMD Distribution Nightmare

28/03/2022 22 min Temporada 1 Episodio 157
Episode 156: RMD Distribution Nightmare

Listen "Episode 156: RMD Distribution Nightmare"

Episode Synopsis

Nate discusses some of the new interpretations behind the 10 year distribution rule of IRA money after the passage of the Secure Act, and the consequences of getting it wrong. Source: https://www.thinkadvisor.com/2022/03/14/ed-slott-new-irs-secure-act-regs-are-an-rmd-nightmare/ Key takeaways: Stretch IRA Types of Beneficiaries Trusts Roth IRA Spousal Rollovers