Episode 1: Required Minimum Distributions (RMDs) in 2020

December 18, 2019

Do you have an IRA or 401(k)? Then you will have to take a RMD.

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?
  • What types of accounts have RMDs?
  • What is the penalty for failing to properly withdrawal the RMD?
  • How did the new SECURE Act of 2019 impact RMDs?


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