Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Will Curian send notices to IRA clients over 70½ regarding their required minimum distributions (RMDs)?

April 26, 2017clients curian distributions IRA minimum notices send

0

Posted

Will Curian send notices to IRA clients over 70½ regarding their required minimum distributions (RMDs)?

1 Answer

0

Posted

Clients who are taking RMDs and change custodians must fulfill their annual RMDs at their previous custodians prior to transferring assets to Curian. Curian sends out notification to clients who qualify for RMDs by January 31 of each year.