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Retirement tax questions
@fanfare - my experience - at two large brokerages is 'yes'.
the real lesson learned is don't wait until the last day!
I think I read that in Secure 2.0 that was passed last week, the penalty is now "only 25%" for failing to meet the RMD, but any "mea culpa" is 10%...no more free passes.... effective 2023.
‎January 1, 2023
1:06 PM