The RMD (required minimum distribution) rules for IRA and plan beneficiaries have gone through so many recent changes that it’s not surprising that advisors have lots of questions on which RMD rules ...
IRS announces extended penalty waiver for certain inherited retirement account beneficiaries if they miss taking an RMD in 2023 that would have been necessary under the 2022 proposed guidance. A few ...
Roth accounts: Owners of Roth accounts are not subject to RMDs. That has always been the case for Roth IRAs. For designated Roth accounts, or DRAs, which are Roth 401(k), Roth 403(b), and Roth 457(b) ...
Beneficiaries must take required minimum distributions from their inherited IRAs. When the RMD is an annual obligation, the Single Life Expectancy Table must be used to identify the denominator for ...
Year-end means required minimum distribution season, since that’s typically when clients take RMDs. But year-end is also when lots of costly RMD mistakes happen — costly because of the 50% penalty on ...
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