Year-End Planning for Your IRA Funds including a discussion of RMD requirements, impact of the Cares Act, and Seldom Used Opportunities
Do you use your RMD to avoid paying quarterly estimated taxes? Has your custodian ever messed up withholding? Have you been reducing your taxes by paying your church dues and other charities from your IRA? These and many other practical-operational issues will be addressed in this program which is aimed at those who already have IRA's.