The government has again changed the required minimum distribution (RMD) age for those with retirement accounts, as well as offered new guidance for RMD-subjected IRAs inherited after 2020.
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October is Financial Planning Month. As we enter the final months of 2021, now is a great time to make sure you are up to date and taking advantage of year-end opportunities.
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The SECURE Act introduced several changes to retirement accounts, but perhaps one of the most relevant for many people is the elimination of the “stretch IRA.”
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The 2019 Setting Every Community Up for Retirement (SECURE) Act made significant changes in the way retirement accounts are handled, including the distribution requirements for tax-deferred IRAs and 401(k)s owned by the original contributor.
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Can you forgo taking your 2020 RMD? Learn more about the Coronavirus Aid, Relief, and Economic Security (CARES) Act and how it affects your Required Minimum Distributions (RMDs) for 2020.
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