ThomasM125: " I could find no stipulation that you would have to take a RMD equal to the RMD of the deceased in any year after the year of death: Pub 590"
Thank you for this. I wish I could find definitive language or an IRS created example to support my case, but that may be a futile search. Assuming you/I are correct, it boggles my mind that a major brokerage could have this scenario wrong; giving bogus info to not just me, but , what , thousands of other clients?
