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Many firms struggle with calculating Required Minimum Distributions (RMDs) using spreadsheets or, worse, a financial calculator. Of course, when participants are alive and taking RMDs, the calculations are simple. But even that situation is slightly compounded by the new 2022 longevity tables. Some advisors we have spoken with did not realize the tables had changed.
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When a spouse inherits a Roth IRA from a decedent spouse, there are two options to acquire the asset and manage the Required Minimum Distributions (RMDs).
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ProTracker RMD Calculator Assistant was developed to take the headache out of calculating and tracking RMDs, which has become even more odious with the new SECURE Act. Our experience as advisors gives us a unique understanding of your needs, and our goal is to make your business more efficient.
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