THE FISCAL BLUE PRINT

WITH COACH JEFF MONTGOMERY

Episode 72: IRS Offers Some Relief with Notice 2022-53

Here are just a handful of the things that you’ll learn:

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:

“We appreciate you joining us today for this episode of The Fiscal Blueprint.

Be sure to visit fiscalblueprint.com to access the most recent content available including all past shows.

Remember it’s not about the money but about your life!

Having a mindset and living a life of abundance rather than scarcity will change the direction of your life forever!! Enjoy the Journey!!!

“Opinions voiced in this recording are for general information only and not intended to offer specific advice or recommendations to any individual. All performance references are historical and no guarantee of future results. All indices are unmanaged and not available for direct investment.”

Berlin, Maryland ~ Lewes, Delaware ~ Eldersburg, Maryland

 

Fiduciary, Independent, Registered, Investment Advisor Representatives

Apple