Episode 161: Updates to Rollovers and Required Distributions

Are you ready to do a rollover or dreading the need to do a required distribution? David explains some recent updates that may make this a bit easier for you.

 

What we discuss on this episode:

0:30 - Today we’ll talk about something for everyone. 

1:09 - What recent changes have been made?

2:30 - Why does the life expectancy table change matter?

7:34 - How can you do an IRA rollover without issue?

10:45 - David shares a client example of a rollover. 

 

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