Monamie Wealth & Retirement
Monamie Wealth & Retirement
A great reference piece for 2018 Tax Planning.
#MonamieTax #MonamieWealth #MarilynPrevoir
Monamie Wealth & Retirement
Monamie Wealth & Retirement
Have you done a Beneficiary review?
#MonamieWealth #MarilynPrevoir
Monamie Wealth & Retirement
Monamie Wealth & Retirement
A great summary on Required Minimum Distributions.

I would also add that you cannot aggregate RMDs between different plan types. RMD amounts for qualified plans (401k / 403b) cannot be distributed from IRAs and vice versa. However, if you have multiple IRAs or multiple 401k / 403(b) accounts, you may aggregate the RMD for all similar plans and then take the amount from one account of each type of plan.

#MonamieWealth #TeamModelConsultant #MarilynPrevoir

Marilyn Prevoir, President of Monamie
Wealth & Retirement live appearance
with Right On The Money.

#MonamieWealth #MarilynPrevoir

CNN Money

Retirement contribution limits will rise in 2019Good news retirement savers: The Internal Revenue Service announced cost of living increases to the [...]