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How to fix a missed RMD in 5 easy steps?

Step 1: Request a Waiver. If you feel that you missed the deadline due to a reasonable error, then you may ask the IRS to waive the 25% excise tax by filing IRS Form 5329 and attaching a letter of explanation for the waiver. Step 2: Pay the Excise Tax. Step 3: Withdraw the Full Balance of an Inherited Account.

How to legally eliminate taking required minimum distribution?

Rollover to a Roth Account to Avoid RMDs For those who own Roth 401(k)s or 403(b)s, theres a no-brainer RMD solution: Roll the money into a Roth IRA, which has no RMDs for the original owner.

How do I know what my required minimum distribution will be?

Mistake #1: Not Starting Your RMD on Time In the past, the starting age for RMDs was 70. However, as of 2023, the starting age stands at 73 and is set to increase to 75 in the future.

How do I get rid of my required minimum distribution?

You can make a one-time (also known as lump-sum) withdrawal or a series of withdrawals, or schedule automatic withdrawals. Whether you want to transfer your RMD funds to another account, take automatic withdrawals, or take your RMD as cash, we can help.