Sounds like OP needs to make sure there's both a financial advisor and a tax preparer. It seems the financial advisor has been arranging the RMD, not the tax preparer. Indeed tax preparers don't always advise on RMDs. Rather they address RMDs after the fact when they are included in income.
Statistics: Posted by valleyrock — Tue Mar 12, 2024 9:00 pm — Replies 14 — Views 695