The LEARNING library

Year End Checklist

Ed Slott created The Complete IRA Care Solution Year End Checklist and in today’s show Dennis tries to share as much of it as possible. Listen to Dennis as he discusses checklist items such as ensuring all RMDs have been satisfied, to include year of death RMDs for multiple beneficiaries. Also discussed are deadlines for Roth conversions, qualified charitable distributions and the splitting of inherited accounts.