First RMD options

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Last Post by Gaby Hecht 2 months ago

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Gaby Hecht

(@hecht790)

Eminent Member Customer

Joined: 3 years ago

Posts: 38

Topic starter February 25, 2024 1:54 pm

I have the option to take my first RMD this year, by 12-31-2024, or next year, by 4-15-2025. I can also split the RMD and take a portion this year and a portion next year. This will affect my 2024 and 2025 taxes, the IRMAA, and more. Can PRC provide a configurable option for splitting the first RMD?

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