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Retirement tax questions
Thank you for the reply. The mutual fund company said that since he died before the age was increased to 72, he is not covered by SECURE Act which raised the RMD age to 72. It sounds like it is not dependent on when he died, so I will try to see if I can get the company to change the age to 72.
Thank you again.
March 25, 2021
3:08 PM