While we VERY carefully spoke of this rule change in our Q1 2024 Newsletter – On good authority the 10 Year annual MANDATORY RMD’s would likely commence this year… WRONG!
IRS Waives Mandatory Annual RMD on 10 Year Rule
Bottom line, looks like the IRS has punted on this mandate once again…. Will have more details soon and in our next Newsletter for sure!
Have a Great ” IRS Surprise” Day!
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate.
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
