IRA RMD Requirements
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Timestamps:
00:00 – What Is an RMD?
01:47 – Required Beginning Date
03:46 – RMD Ages Prior to SECURE
05:15 – Inherited RMDs
10:20 – Types of IRA Beneficiary
16:00 – Rules Around Inherited IRAs
19:58 – RMD Trivia
22:00 – Roth Account Advantages
23:40 – RMD Case Study
26:33 – What to Do About Your RMDs
Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations: https://bit.ly/40KtebC
EBRI Data: https://www.ebri.org/docs/default-source/ebri-press-release/pr-1277-dataistruth-25jun21.pdf?sfvrsn=7303b2f_4
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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.
The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.