Updated Monday, September 22, 2014 as of 6:23 PM ET

Social Security: Planning Tips by Age

There are many age-related financial and planning milestones that clients will encounter in their sixties. Here is a list of some of the common ones that you and your clients should keep in mind.

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Comments (2)
I think that you should research your last paragraph about taking the entire RMD for all retirement accounts/plans from one account, just a bit further.

See the follow FAQ from irs.gov :
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Can an account owner just take a RMD from one account instead of separately from each account?

An IRA owner must calculate the RMD separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs. Similarly, a 403(b) contract owner must calculate the RMD separately for each 403(b) contract that he or she owns, but can take the total amount from one or more of the 403(b) contracts.

However, RMDs required from other types of retirement plans, such as 401(k) and 457(b) plans have to be taken separately from each of those plan accounts.
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So, the RMD for some types of accounts can be lumped together and some can't.
Posted by KEITH G | Friday, February 21 2014 at 9:32AM ET
Keith. Thank you for the clarification. Paul
Posted by Paul N | Friday, February 21 2014 at 2:57PM ET
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