"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.
"Transitioning to new RMD rules thanks to the SECURE Act" by Julie Jason
As anticipated, the president signed the SECURE Act into law on Dec. 20. As a result, beginning in 2020, RMDs will be subject to some new rules.