| Title | : | Should You Consolidate Retirement Accounts? |
| Lasting | : | 20.22 |
| Date of publication | : | |
| Views | : | 4 rb |
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Great video Comment from : John Urban |
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Should you our can you combine accounts with a spouse? Comment from : Jeff Walding |
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Exactly the information I was looking for Thank you! Comment from : Ken Pederson |
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Great video I have 15 years to go for my retirment target date I have both a 457 and 401k (as well as a Roth) THis scenario has always puzzeled me to combine accounts or not I Ran my own excell scenarios and found that combining accounts actualy raises my RMD at age 75 w/the new rules For me it would be better in the long run to keep both 457/401k seperate if I am single considering my tax bracket where as married , combining acocunts would be safer due to being in a better tax bracket RMD really forces you take take money out mor ethan intended and I can see it widdles down to your early 90's, not that I want to live that long im hoping 85 but just for research purposes leaving $ to your hiers or charity is minimal at old age Comment from : Shipwreck |
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Great episode as always So last year in May i transferred a small inherited IRA to a new brokerage I didn't take the required RMD until after it was in the new brokerage It was taken in the year it was supposed to be taken out Is that a problem as far as taxes and the IRS? I have heard different answers from different advisors What is your thoughts on the matter? Comment from : P H |
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Da Vinci: ‘ Simplicity is the ultimate sophistication” Thank you for that excellent reminder, Justin! Comment from : David Folts |
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