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 [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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