Ep 41 - RMD Deadlines And What Could Be At Stake For Your Retirement The Financial Quarterback® Podcast With Josh Jalinski podcast

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The Financial Quarterback® Podcast with Josh Jalinski »
Ep 41 - RMD Deadlines and What Could Be at Stake for Your Retirement

5d ago 28:22

MP3•Главная эпизода

How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that can help you minimize tax burdens.

Josh covers the severe 50% excise tax penalty for missed RMDs and offers practical ways to avoid it, like setting up automatic distributions and understanding the Required Beginning Date (RBD). He explores opportunities for Roth IRA conversions after fulfilling RMD obligations and highlights the importance of handling inherited IRAs correctly to prevent unexpected tax hits for your beneficiaries.

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