Rollover Relief for RMDs

Listen to our Wealth Manager, Marcus Anderson, discuss the major changes of the Required Distribution Minimum (RMD). Questions to ask yourself can include: what should you do with your (RMD)? Defer it or pay it back? Take it as income? Pay directly as a Qualified Charitable Distribution? Find out the answers to these questions by listening to the video below!

At Merit, our goal is to provide you with the most current and updated information for your benefit.

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