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RL116 - Navigating the New IRA Required Minimum Distribution (RMD) Maze
Manage episode 328248418 series 3197371
Contenuto fornito da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the new IRA rules on required minimum distributions (RMD). They dissect what has changed, who is affected, and some smart planning steps you could take to minimize the tax hit, both in your own lifetime and for your heirs.
[03:56] The New IRA Rules on Required Minimum Distributions (RMD)
[07:12] Roth Conversions and Why They Are So Important
[08:50] How Your Beneficiaries Will Be Impacted By RMDs
[15:10] The Glaring Mixup From The Proposed RMD Changes
[19:40] Tax Penalties From Expected Minimum Withdrawals
[21:42] Tax-Efficient Strategies to Get The Most Out of RMDs
[23:40] Life Expectancy Changes and The 10-Year Rule
[25:20] Asset Locations and RMDs
[29:20] The Rules on RMDs for Inherited Beneficiaries
[33:50] SECURE ACT 2.0
[38:30] The Benefits of Having a Thorough Understanding of These Rules
[40:05] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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