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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Avoiding IRA Beneficiary Mistakes

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Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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