"The Limited 10% Penalty for a Missed RMD" by Julie Jason
This column, originally published on August 27, discusses SECURE 2.0 Act's limited-case reduction to 10%.
"Penalties for Failed RMDs Reduced" by Julie Jason
This column, originally published on August 18, reviews the changes regarding failure to take your RMD on time.
"IRS News About RMDs" by Julie Jason
This column, originally published on July 21, looks at waivers issued by the IRS for required minimum distributions from inherited IRAs.
"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.