Episode 156: RMD Distribution Nightmare

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

Release date

Lydbog: 28. marts 2022