RMD and Roth Conversion Rules to Know

Not a Guru: Real Financial Education with Mark Byelich, CFP®

Roth conversions can be a powerful tax planning tool. Required Minimum Distributions (RMDs) have complex rules and significant penalties for failing to follow those rules. Converting your Traditional IRA to a Roth IRA when also taking your RMDs can be confusing and cause potential issues if done wrong.
I’ll review the rules you should know about Roth conversions and RMDs in this episode. Be sure to tune in to learn the important details.

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