Permalink Submitted by Warren Mackensen on Wed, 2023-03-22 16:25
The ProTracker Advantage RMD Calculator & Tracking Assistant provides a full-fledged RMD system for all three levels of calculations: the participant is alive, a designated beneficiary inherits, and a successor beneficiary inherits. There are 51 possible RMD outcomes now, thanks to Congress. Full disclosure: I am the creator of ProTracker Advantage. For more information, go to http://www.ProTrackerRMD.com. Warren J. Mackensen, P.E. [email protected] 603-926-8085 X130
Permalink Submitted by Alan - IRA critic on Wed, 2023-03-22 18:04
Would you happen to know what your program indicates in the following situation? IRA owner passes prior to RBD pre 2020, designated beneficiary is taking LE RMDs when they pass in 2022. Successor beneficiary is subject to the 10 year rule, but do the annual life expectancy RMDs cease in years 1-9?
Permalink Submitted by Warren Mackensen on Wed, 2023-03-22 16:25
The ProTracker Advantage RMD Calculator & Tracking Assistant provides a full-fledged RMD system for all three levels of calculations: the participant is alive, a designated beneficiary inherits, and a successor beneficiary inherits. There are 51 possible RMD outcomes now, thanks to Congress. Full disclosure: I am the creator of ProTracker Advantage. For more information, go to http://www.ProTrackerRMD.com. Warren J. Mackensen, P.E. [email protected] 603-926-8085 X130
Permalink Submitted by Alan - IRA critic on Wed, 2023-03-22 18:04
Would you happen to know what your program indicates in the following situation? IRA owner passes prior to RBD pre 2020, designated beneficiary is taking LE RMDs when they pass in 2022. Successor beneficiary is subject to the 10 year rule, but do the annual life expectancy RMDs cease in years 1-9?