Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
Secure 2.0: How to Use New RMD, Roth Account Rules in Client Plans
By Roger WohlnerSecure 2.0 created planning options for you and your clients, provided you know when to use them.
January 23, 2023
Secure 2.0 Act RMD Rules Open New IRA Planning WindowTraditional and Roth IRAs can now be coordinated in some very powerful ways, but careful planning is needed.
January 12, 2023
Debate: Who Benefits From Secure 2.0's Increased RMD Age?Our Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs.
January 09, 2023
So It's Time for Your Client to Tap Their 401(k). Now What?Clients are often in the dark about the options available for drawing down their retirement accounts.
January 06, 2023
Jeff Levine Answers Secure 2.0 Tax Questions From AdvisorsThe CPA and financial planner addressed Roth contributions, RMDs and 529 plan rollovers.
January 04, 2023
Secure 2.0 Cements the Role of Roth: Jeff LevineThe law includes hundreds of provisions, but the most noteworthy involve new opportunities to use Roth-type accounts.
January 04, 2023
Secure 2.0 Act: A TimelineHere's a detailed look at the sweeping retirement bill's road to becoming law.
January 03, 2023
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.