Don't Let RMD Relief Blind IRA Beneficiaries to the Big Picture

Expert Opinion April 25, 2024 at 04:33 PM
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What You Need To Know

  • Taxpayers who inherit IRAs have now been offered RMD relief for the fourth year in a row.
  • Delaying distributions may not be best for clients when their overall tax liability is considered.
  • It is unknown whether the IRS will extend the 10-year distribution window once its Secure Act regulations are finalized.
Robert Bloink and William H. Byrnes