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Nobody Warned Retired Couple Their First RMDs Would Land in the Same Tax Year and Cost $31,000 Extra
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FOMOGRAM Editorial Desk
Aug 4, 2026
EXECUTIVE SUMMARY
A paperwork choice their IRA custodian called a free deferral is about to hand one retired couple a tax bill they never saw coming, and the mistake happens thousands of times every single year.
A paperwork choice their IRA custodian called a free deferral is about to hand one retired couple a tax bill they never saw coming, and the mistake happens thousands of times every single year.
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