IRA Distributions

IRA Required Minimum Withdrawals

I suspect you have addressed this question more than once but I have failed to find the answer.
The model results show constant withdrawals from IRA accounts but, if I understand correctly, the required minimum withdrawals increase with age and would eventually (within the life expectancy assumption) exceed the constant amounts. Is this in fact the case?

IRA Distributions to Spouse

I asked what is the best way to manage my IRA distributions so they are distributed to my wife upon my end of plan? We have a 5 year age difference and I am planning EOP for myself/her at 94/96 respectively. Based on the Total Income report, distributions end when I pass. I have selected the married option.

The answer was that "Wife should inherit the balances of your IRA and other retirement accounts"

We use cookies to deliver the best user experience and improve our site.