IRAs and Roth IRAs - what are the rules if you need to withdraw money? How do you set one up? What’s the difference between the 2 anyway? What about an inherited IRA or RMDs?
What about the new rules concerning RMDs – required minimum distributions?
Why do we have RMDs?
Who takes them?
When do you have to take them?
Is there a special time of the year to take them?
What can you do or what can you NOT do with the funds?
Calls:
RMD to a charity
inherited IRA
what to do with an old employers 401K
SIMPLE IRAs: Savings Incentive Match PLan for Employees