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jrb98391
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  • And this from Fidelity:Key takeawaysA little-known SECURE 2.0 Act rule lets "excess income" from qualified annuities satisfy RMDs for other accounts.Previously,...
    jrb98391
    1
    Updated Sep 26, 2025
  • My info was based on this reply I received from Google:Under the SECURE 2.0 Act, if your annuity payments exceed your RMD for that contract, the excess can be a...
    jrb98391
    2
    Updated Sep 26, 2025
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