RMD Sticker Shock? How to Ease Your Tax Burden

Investing Insights

English - December 16, 2022 10:00 - 24 minutes - 22.2 MB - ★★★★ - 379 ratings
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In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans.

00:00 Introduction

00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard

02:04 Campbell cooked up a strong start to the fiscal year

02:55 Chewy chewed up some strong Q3 earnings

04:23 What plan sponsors like employers are required to do when creating retirement plans?

05:30 What was the Trump-era policy concerning ESG funds?

07:13 What are the changes under the Biden era?

08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here?

09:42 How could ESG funds factor into an employer’s decision?

10:59 Different perspectives about the adoption of ESG funds in workplace plans

14:18 Tips on Taking Last-Minute RMDs in 2022

Read about topics from this episode.

Microsoft Stock Attractive Whether or Not Activision Deal Goes Through

Alternative Funds Are Winners in 2022

90% of Companies Are Developing an ESG Strategy

If You Haven't Taken RMDs Yet in 2022, Watch This Video

Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule

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