Julie Jason’s Forbes.com Posts

Thanks to the CARES Act, which suspended RMDs for 2020, you did not have to take RMDs from your traditional IRAs and other tax-deferred accounts.

Should you be worried if you redeposited your RMD before the 2020 deadline, yet your Form 1099-R leaves the impression that you kept the money?

Last April, in “Why the 2020 RMD Suspension is Not Fair to All,” I recounted the story of an early bird “RMD-er.”

I’d like to introduce you to three of them. Bari Scheinbach from Movéo, Laura Dobbins from Magellan Health and Steven Dibble from Stratford School.

Millions Are Benefiting From Stimulus Checks: But Don’t Forget Safety With 401(k)s.

Required Minimum Distributions (RMDs) Are Mandated By The Tax Laws — But Not In 2020. Can You Take Advantage?

Questions are arising about how the SECURE Act’s new age 72 RMD rule works.

Are you supporting your adult children while endangering your own financial security?