Matt1344: "Hi JAFO,I didn't read all your links but I seem to recall that the minimum withdrawal can be calculated based on the age of his wife or it is at least factored in some way.. being 62 I think that may make for lower numbers at least... Sure hope I'm right.Not an expert here but they should make sure about this..."I am no expert at either RMDs or Taxes. I do hang around the Tax Board, and I am observant. As I understand the rules, the beneficiaries age can be taken into account, and there are different rules for spouse beneficiary versus naming 5 year grandson/granddaughter. It will all be covered in the IRS publication that I cited.Regards, JAFO
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra