"The New IRS Notice Waives Penalties For Some Who Inherited IRAs" by Julie Jason
This column, originally published on October 16, 2022, clarifies the IRS's new notice concerning inherited IRAs and SECURE's 10-year rule.
"More Details About Wills & Beneficiary Designations" by Julie Jason
This column, originally published on September 2, 2022, reemphasizes the importance of ensuring your beneficiary designations are up to date.