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Episode 370 - The Fundamentals of Lifetime RMDs
Manage episode 426440244 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan exceptions; and something called “RMD aggregation.” In the end, what may seem simple from afar can be much more complex up close. We’re excited for today’s discussion, and hope you will find it quite helpful. One further note, Dennis begins his sabbatical this week to write the book he’s wanted to do for a long time. He’ll show up periodically until his return in August. As always, your questions are welcome!
Tune in and take control!
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Share
Manage episode 426440244 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan exceptions; and something called “RMD aggregation.” In the end, what may seem simple from afar can be much more complex up close. We’re excited for today’s discussion, and hope you will find it quite helpful. One further note, Dennis begins his sabbatical this week to write the book he’s wanted to do for a long time. He’ll show up periodically until his return in August. As always, your questions are welcome!
Tune in and take control!
107 episodes
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Similar to New Retirement Radio with Dennis Prout Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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…
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…
continue reading
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