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Episode 24 - Required Minimum Distributions From Qualified Accounts [CFP CE Credit Eligible]
Archived series ("Inactive feed" status)
When?
This feed was archived on July 03, 2020 04:25 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 214526327 series 2415839
Content provided by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine 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.
Our first ever "by request" episode! Dave O'Brien from Evolution Advisers challenged us some months ago to do an episode on required minimum distributions from qualified accounts, and after hemming and hawing we finally ran out of excuses. So here it is!
Join us on a whirlwind tour of the exciting world of RMDs, as we touch on:
- How to calculate RMDs, including rules about determining account balances and participant ages
- Different rules on when RMDs start, depending on employment status and type of qualified account
- Qualified Longevity Annuity Contracts (QLACs) and Qualified Charitable Donations (QCDs).
- Rules on post-death RMDs for a variety of beneficiaries
- Challenges faced by beneficiaries who inherit Inherited IRAs
- Natalie Choate's Life and Death Planning for Retirement Benefits (7th Edition) is the end-all/be-all of all things RMD related. You can order it at Ataxplan Publications.
- The IRS provides a shockingly good reference website document for RMDs:
- Michael Kitces has written on a number of topics we touch on in this episode on his blog . Additionally, the most recent copy of his Kitces Report newsletter dealt exclusively with Required Minimum Distributions
93 episodes
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Archived series ("Inactive feed" status)
When?
This feed was archived on July 03, 2020 04:25 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 214526327 series 2415839
Content provided by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine 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.
Our first ever "by request" episode! Dave O'Brien from Evolution Advisers challenged us some months ago to do an episode on required minimum distributions from qualified accounts, and after hemming and hawing we finally ran out of excuses. So here it is!
Join us on a whirlwind tour of the exciting world of RMDs, as we touch on:
- How to calculate RMDs, including rules about determining account balances and participant ages
- Different rules on when RMDs start, depending on employment status and type of qualified account
- Qualified Longevity Annuity Contracts (QLACs) and Qualified Charitable Donations (QCDs).
- Rules on post-death RMDs for a variety of beneficiaries
- Challenges faced by beneficiaries who inherit Inherited IRAs
- Natalie Choate's Life and Death Planning for Retirement Benefits (7th Edition) is the end-all/be-all of all things RMD related. You can order it at Ataxplan Publications.
- The IRS provides a shockingly good reference website document for RMDs:
- Michael Kitces has written on a number of topics we touch on in this episode on his blog . Additionally, the most recent copy of his Kitces Report newsletter dealt exclusively with Required Minimum Distributions
93 episodes
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Similar to Zebra Smash - Real Financial Planners | Real Conversations
The Michael Caz Podcast brings you the latest in health, business, relationship, and adventure.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
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