Keeping up with your RMDs, especially if you have multiple pre-tax accounts, can create quite a headache. Proper financial planning accounts for RMDs and ways to alleviate any shock they may cause. As you get closer to RMD age, you should be working with your accountant on ways to make your RMD as tax efficient as possible. Do not let the size of this checklist fool you, this information can be invaluable when it comes to the handling of your RMDs.
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