RMD Archives - Legacy Wealth Management

Have An Inherited IRA? It May be Time to Hit the Reset Button

Have An Inherited IRA? It May be Time to Hit the Reset Button

This year brings a nice change to those people who are required to take minimum distributions from their IRA’s each year. You don’t have to

By Mike Berry|2022-11-08T09:57:34-07:00February 25th, 2022|Categories: Articles|Tags: Inherited IRA, IRA, RMD|0 Comments

IRS Changes Required Minimum Distributions in 2022

IRS Changes Required Minimum Distributions in 2022

Well, I have some good news and I have some good news... The first piece of good news is that people are living longer, and

By Mike Berry|2023-07-06T12:44:04-06:00February 15th, 2022|Categories: Uncategorized|Tags: 2022, RMD|0 Comments

Eliminate the Required Minimum Distribution (RMD)

Eliminate the Required Minimum Distribution (RMD)

If you’re over 70 ½, you have been forced to take an annual amount out of your IRA and pay income taxes on it. The

By Mike Berry|2022-11-08T09:33:11-07:00March 4th, 2020|Categories: Articles|Tags: Beneficiary, required minimum distribution, retirement, RMD|0 Comments

Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).