Season 1 · Episode 157
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:...
March 28, 202222m 23s
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Show Notes
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