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The Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryAuthor: Jeff Montgomery
Financial Coach Jeff Montgomery discusses a variety of financial topics to keep you focused on what's truly important in life. It's not about pie charts and spreadsheets.......it's about the journey! And good financial decisions can be the fuel for the journey of life! Visit our website; www.mfswealth.com for more resources. Visit us at any of our 3 locations in Berlin, MD, Lewes DE, and Eldersburg, MD. Call us at 410-208-1004; we would be happy to speak with you and answer any questions you may have. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 72: IRS Offers Some Relief with Notice 2022-53
Episode 72
Thursday, 10 November, 2022
The IRS has issued some clarity and relief within notice 2022-53 which could waive penalties on RMDs that may have been missed within 2021 and 2022 for inherited IRAs. On this week's episode, your financial coach and host, Jeff Montgomery, CTS™, dives into the interpretation of this notice and who it applies to. Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you're a client I can't give you advice because I don't know you. So, think of these as helpful hints and education only. And please before implementing any information or ideas you hear on this show always consult your legal adviser, your tax adviser, and your financial adviser…………. right? that's just common sense. Final Disclaimer: "We appreciate you joining us today for this episode of The Fiscal Blueprint. Be sure to visit fiscalblueprint.com to access the most recent content available including all past shows. Remember it's not about the money but about your life! Having a mindset and living a life of abundance rather than scarcity will change the direction of your life forever!! Enjoy the Journey!!! "Opinions voiced in this recording are for general information only and not intended to offer specific advice or recommendations to any individual. All performance references are historical and no guarantee of future results. All indices are unmanaged and not available for direct investment." Berlin, Maryland ~ Lewes, Delaware ~ Eldersburg, Maryland Fiduciary, Independent, Registered, Investment Advisor Representatives
