Retirement tax questions

Sometimes people have their distributions set up to be sent to their brokerage account, and they never noticed it went there until they look thru the details of their brokerage activity.

 

If you reached age 73 during 2024, a few providers will automatically issue the RMD $$ at the end of December if you haven't taken your RMD by a certain date late in the year.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*