Avoiding IRA Beneficiary Mistakes with the new IRA RMD Regulations
By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA®
The IRS released 275 pages of changes in RMD (Required Minimum Distributions) in February of 2022. These are proposed regulations, but most of them are expected to be approved and become final regulations.
I have focused on sorting through all the regulations and providing the most important items in the regulations, how they may affect you, and MOST significantly, those areas where you have planning choices that can make a difference in the outcome you and your family may experience.
If you have any questions about these new IRA RMD rules, please reach out and arrange to speak with one of our HWM advisers. Contact Us
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