Search found 2 matches

by BigEd
Mon Jul 22, 2024 6:50 pm
Forum: General questions and comments
Topic: Spouse retirement plan and different age
Replies: 6
Views: 89613

Re: Spouse retirement plan and different age

Jim,

Just saw this. N.M. my post, thanks.
BigEd
by BigEd
Mon Jul 22, 2024 6:46 pm
Forum: General questions and comments
Topic: RMD Calculations
Replies: 15
Views: 188740

Re: RMD Calculations

Jim, We're both retired and taking RMD's. My wife is 3.5 years younger and I'd like to account for her RMD separately. My assumption is that FRP treats the entire "tax deferrred portfolio" amount as one account/RMD as it does not know this is the aggregate of multiple IRA's and probably in...