Is the Proposed RMD at the Original Owner’s Age or the Inheritor’s Age? Is It Constant or Calculated Each Year?

Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their offices in Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi. In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions.

• 0:00 Introduction/Positive Focus
• 2:19 I know equities under current law get a step-up in basis, what about bonds and other US issued debt? Would the custodian get the step-up?
• 6:17 The non-spousal IRA has flip-flopped numerous times, as you mentioned. Is the proposed RMD at the original owner’s age or the inheritor’s age? Is it constant or calculated each year?
• 10:13 Does LLC save taxes on residential property? What if LLC buys a residential lot for rental?

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About Castle Wealth Group

Contact Castle Wealth Group for all your estate planning needs. We build a perfect strategy for your retirement, including income planning, investment planning, tax planning, health care planning, and legacy planning. Visit our website or call us at 844.885.4200 or email us for your financial advice.

Join our Weekly Wisdom Webinars

Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200.