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).”
The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.