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Joseph L. Motta Co.

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Joseph L. Motta Co. > Posts tagged required minimum distribution

Tag: required minimum distribution

What You Should Know About Required Minimum Distribution

January 14, 2023January 16, 2023

Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. RMDs begin when a person reaches either age 72, 70½ if they reached this age before January 1, 2020, or the year Read More …

Estate Planningestate planning attorney, IRA required minimum distribution, required minimum distribution, retirement accounts

How Do I Fix a Mistake with My Required Minimum Distribution?

November 15, 2020November 17, 2020
Fix RMD Mistake

The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty. Read More …

Beneficiary, Estate Planning, Long Term Care Planning, Retirement Accountsirs form 5329, required minimum distribution, RMD, RMD mistake, taxes

Joseph L. Motta Co.

Estate Planning Attorney Avon Lake Ohio Elder Law Joseph Motta Attorney

Joseph L. Motta Co., LPA is your local estate planning attorney’s office. We are devoted to provide you with the peace of mind from knowing your affairs have been planned to avoid the disruptions that can accompany death or incapacity. From wills, trusts & power of attorney documents to long term planning and special needs planning, we use our expertise to provide you with the best advice on how to protect the ones you love.

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