The IRS has issued some clarity and relief within notice 2022-53 which could waive penalties on RMD’s that may have been missed within 2021 and 2022 for inherited IRAs. On this week’s episode, your financial coach and host, Jeff Montgomery, CTS™, dives into the interpretation of this notice and who it applies to.

Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of these as helpful hints and education only. And please before implementing any information or ideas you hear on this show always consult your legal adviser, your tax adviser, and your financial adviser…………. right? that’s just common sense.

Final Disclaimer:

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