Marginal Rate Tables
The Internal Revenue Service Marginal Rate Tables can be used to help you select the appropriate withholding rate for payments or distributions from your IRA. You may use this chart as a reference for the Federal Withholding Election section, of form substitute W-4R contained within STRATA’s IRA Distribution Request forms or Withholding Notice and Election form.
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Planning ahead for RMDs
If you’re age 73 or older, make sure to review your RMD and take action before the December 1st deadline.
