Get Ready for Higher RMDs This Year

Adero Partners Chief Growth Officer Aaron White comments on the impact of changes to required minimum distributions (RMDs) in an article for Financial Advisor Magazine.

“For affluent clients, the burden is more pronounced … potentially exposing them to the 3.8% surtax on investments,” White continued, referring to an extra tax on net investment income for those whose modified adjusted gross income exceeds $200,000 (or $250,000 for married couples).”

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