RMDs – MD Update

New Tax Rules and Planning Opportunities Under CARES

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Before talking about taxes and money, let me first say thank you to all of you who are meeting the

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The SECURE Act and Your Retirement

February 1, 2020April 2, 2020 Scott Neal 70½, asset, beneficiary, bracket, bracket management, carryforwards, consideration, conversion, critical decision factor, current tax regime, deceased owner, decision factor, free income, future generation, high tax bracket, important provision of the act, income recognition, income recognition strategy, inherited IRAs, insurance, IRA, IRA beneficiary designation, IRAs, IRS table life expectancy, job act, large retirement account relative, life insurance, low tax year, minimum distribution, must start, non-retirement, non-retirement account, non-spouse, non-spouse beneficiary, plan opportunity, prior plan, prolong wealth, re-evaluated, reprieve, retirement, retirement account relative, retirement asset, retirement enhancement, RMDs, Roth, Roth asset, Roth conversion, Roth distribution, Roth IRAs, Roth reprieve, Scott Neal, secure act, stock advice, strategic approach, tax bracket, tax-free, tax-free distribution, tax-free growth, taxpayer, top of the current 24% bracket, traditional IRAs, traditional retirement asset

For as long as I can remember, the stock advice about IRAs has been to stretch them out as long

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