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**CORRECTION: For traditional IRAs, if the deceased IRA owner did not fulfill their RMD prior to their date of death, each beneficiary must take a portion of the RMD equal to their inherited share of the IRA by December 31st of the IRA owner’s year of death.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

DISCLAIMER: The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Tom Vaughan and Retirement Capital Strategies are not responsible for investment actions taken by viewers. For more details, please read our full disclaimer at

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