IRS FINAL REGULATIONS LOOSEN DEFINITION OF “ELIGIBLE DESIGNATED BENEFICIARY”

by fwsadmin | Aug 5, 2024 | IRA Blog

By Ian Berger, JD IRA Analyst One of the positive outcomes of the new IRS final SECURE Act regulations on required minimum distributions (RMDs), released on July 18, is that more beneficiaries will be able to stretch RMDs over their lifetime. Under the 2020 SECURE...

INHERITED IRAS AND NET UNREALIZED APPRECIATION: TODAY’S SLOTT REPORT MAILBAG

by fwsadmin | Aug 1, 2024 | IRA Blog

  QUESTION: I inherited both a traditional and a Roth IRA from my significant other (non-spouse) who passed away in 2021. He had started taking required minimum distributions (RMDs). I am less than 10 years younger than he was. Question is: do I or do I not have...
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