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.