Do Not Let RMDs Catch You Off Guard – What You Need to Know
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This one-hour class will focus on Required Minimum Distributions (RMDs) for all retirement plans and will show examples of how RMDs are computed and at what age plan participants must take them. The workshop will also distinguish between inherited IRAs and regular IRAs, and how the rules are different in determining RMDs. Options for the RMDs including QCDs – Qualified Charitable Distributions will also be discussed, as well as an update of retirement plan regulations for 2024. A question/answer session will follow.
George is a Certified Financial Planner with American Financial since 1987. His son, Orie, an MBA, joined Ameriprise Financial in 2016.