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Episode 1: Required Minimum Distributions (RMDs)

December 18, 2019

Those with Money in Tax Deferred Accounts are Subject to RMDs.

Here are just a handful of the things that we'll discuss:

  • Why do RMDs exist?
  • How are the rules different for those who inherited a tax deferred account?
  • How can I calculate how much my RMDs are going to be?
  • Types of accounts that have RMDs?
  • What is the penalty for failing to properly withdrawal the RMD?
  • How can you use the RMD to make a tax free donation?

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