newsletter on IRA distributions

Submitted by Carrie Baeten on Tue, 2022-11-08 15:45

Hi,
Just wondering if you can forward to me or tell me where to look for a nice handout or easy ready about beneficiaries options when a loved one dies ie spouse or children?
Thank you.



Submitted by Alan - IRA critic on Tue, 2022-11-08 17:05

  • This article contains a chart near the end that addresses most situation, but not all. It does not address successor beneficiary issues, and assumes that the final Regs will be adopted as proposed.
  • ntdictionary.com/proposed-rmd-regulations-would-give-some-a-break-from-the-50-rmd-excise-for-missed-rmds
  • Note that the rules are complex, therefore an attempt to create a very simple handout will inevitably contain some errors due to multiple exceptions.


Submitted by Carrie Baeten on Thu, 2022-11-10 20:34

Hi, I do not see an article attached. Can you give me the link or attachment again? Thank you.



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