Risk Of The Roth IRA Revolution And Social Security

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Social Security card, treasury check and 100 dollar bills. Concept of social security benefits payment, retirement and federal government benefits

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This is a follow up to an earlier article written in 2018 that received a lot of attention called The Risk Of The Roth IRA Revolution II, which you can find by clicking this link. The previous article dealt

If Birthday falls

Age of first RMD

First RMD year

Req’d Begin Date

< 7/1/1949

70 1/2

<2020

=< 4/1 of 2020

7/1/49 – 12/31/50

72

2021 – 2022

4/1 of 2022/2023

1/1/51 – 12/31/59

73

2024 -2032

4/1 of 2025-2033

>= 1960

75

>=2035

4/1 >=2036

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