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The 2023 RMD Rules Have Changed: How to Keep Your Tax Bill Down
Manage episode 387749621 series 3428540
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Just a few years ago, the rules regarding Required Minimum Distributions (RMDs) were fairly simple: you turned age 70 ½, you had an RMD. But since the passage of the SECURE Acts, you may – or may not – be required to take an RMD this year. How do you know?
That answer isn’t necessarily an easy one, for both IRA owners and for those who are the beneficiaries of an IRA. Did you know that you can be subject to RMDs even if you’re nowhere near age 73? If you aren't familiar with the rules, you may wind up paying a lot more in taxes than you thought.
As usual, it’s all about strategy. Learn more about what you may be able to do about it from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on this week’s episode of Managing Your Financial Future!
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