On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss a new notice issued by the IRS on Friday, October 7, 2022 clarifying the required minimum distribution (RMD) rules for certain IRA beneficiaries. If you inherited an IRA as a “non-eligible designated beneficiary,” you may have been required to start taking RMDs. Failure to take the full RMD would lead to stiff penalties. This IRS notice waives the penalties for missed RMDs for 2021 and 2022. Mr. Bergman will discuss how it may affect you and the benefits the notice provides.

Further, Adam will dip into the mailbag and answer questions he has received recently about self-directed retirement accounts.

Join us LIVE on Thursday, October 13th at 12PM EDT!
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Download a PDF version of IRS Notice 2022-53:
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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

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