Ed Slott: RMDs Are a Nightmare This Year. Here’s What Advisors Should Do.

Monday, October 16, 2023

News & Press

Advisors are “getting hammered” with one big year-end tax question from clients now, according to IRA and tax expert Ed Slott: Do I have to take a required minimum distribution for 2023?

While it “sounds simple,” Slott of Ed Slott & Co. relayed, RMDs “are confounding advisors this year like never before.”