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Determining if an RMD can be returned

Determining if an RMD can be returned

| May 01, 2020

From our favorite financial blogger and researcher, Michael Kitces, comes an easy to follow flow chart on whether you can put back an unneeded/unwanted Required Minimum Distribution (RMD) from your IRAs this year:

Determining If An Unwanted RMD Can Be Returned

Let us know if you have questions.