Fixing Unwanted RMDs Taken Before The CARES Act Waiver Of 2020 RMDs

Robert Powell, CFP®

Our good friend Jeffrey Levine just published on Kitces.com this article about fixing unwanted RMDs taken before the CARES Act waiver of 2020 RMDs. We know this has been a big problem for many in the Retirement Daily community. The article is intended for financial advisers but I, for one, think "students of retirement" and others will benefit greatly by reading this article, https://www.kitces.com/blog/2020-rmd-waived-cares-act-irs-notice-2020-23-fix-unwanted-rmd-rollover/.

BTW, Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com and the Director of Advanced Planning at Buckingham Wealth Partners.

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