Avoid a 50% Penalty and Tax by Calculating Your RMD Correctly for Your Inherited IRA in the 2022 Year-End.
Have you inherited an IRA? Did the person die before January 1, 2020? If so, a new required minimum distribution table has been published, making the calculations much more complicated. To ensure the RMD for your inherited account(s), we recommend getting in touch with your financial professional, so you don’t get penalized! Want to set up a meeting with Richard or Angela to discuss your RDMs? Schedule a free consultation now! Getting started is easy. Visit our calendar and pick a day and time that works for you. That’s it! Del Monte Group has been in business for over 35 years, cultivating relationships and building a family of lifelong clients just like you. If you need help navigating life challenges, are seeking smart, resourceful planning, or just want to find confidence and peace of mind, get in touch. We’re always here to help at 925.736.6410, Richard@APlaceOfPossibility.com, or Angela at Angela@APlaceOfPossibility.com. YOU’RE INVESTED, AND SO ARE WE™. If yo...