A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.