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Subject:  RMD Jan/Dec question Date:  3/20/2019  10:43 AM
Author:  LisaMA Number:  92519 of 103768

Here's my story -- I was taking my beneficiary RMD every year in Jan. My financial advisor said, take it in December, your money will get to grow all year. Then I forgot. The IRS forgave me, but it was a pain in the butt. And now I'm back to taking it in January.

in MA
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