Tax Strategies for Retirees in a No-RMD Year
Hi, I'm Christine Benz for Morningstar.Required minimum distributions are on hold for 2020
Hi, I'm Christine Benz for Morningstar.Required minimum distributions are on hold for 2020
Our guest on the podcast is retirement and tax expert, Ed Slott.He is president and founder of Ed Slott and Company, which provides retirement and tax planning education to investment advisors and financial institutions
"The law simply says you must take out the money after 10 years," notes Slott."Your heirs could simply leave the Roth alone for 10 years and let the assets grow tax-free--and then take a lump sum
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