As you can see above, the IRS changed the RMD tables to reflect changes in life expectancy since the last modifications a decade ago. The net result was to add close to two years to life expectancies ...

If you miss a required minimum distribution from an IRA account that was inherited in the same year the account owner died, what should be your next steps be to remedy the situation? One of the ...

Back when the SECURE Act passed in 2019, I wrote an article for Forbes called the “Why The SECURE Act Makes 2020 The Year of Missed RMDs.” The reality then was that the two biggest and most impactful ...

Recall that the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which went into effect on Jan. 1, 2020, changed the rules for some beneficiaries who inherit tax-advantaged ...