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.