Lawyer Retirement Starter Series: What You Need to Know about the New Rules for RMDs
1 PM EDT
At a certain age, withdrawals from tax deferred accounts, such as IRAs and 401(k)s, must begin and taxes on those withdrawals must be paid. The rules for required minimum distributions, including penalties for failure to meet RMD requirements, have been evolving as a result of legislative changes (and IRS notices). In this program, Julie Jason, JD, LLM, investment counsel to high-net-worth lawyers and their families, will review current IRA and 401(k) RMD rules that apply to retirees after Secure 1.0 and Secure 2.0. Ms. Jason is the author of the ABA book, The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients).