Designated Beneficiary withdrawal requirements of her mother’s IRA
This beneficiary doesn’t qualify for any special treatment and is subject to the 10 year rule. Am I correct in thinking the minimum withdrawals for years 1-9 will be calculated on the single life expectancy table? The owner’s rmd was made before 12/31/2022. Thank you.
Permalink Submitted by Alan - IRA critic on Sat, 2023-02-18 19:13
Yes, the single life table will apply for years 1-9 assuming that the owner passed after their RBD and the proposed Secure Act Regs are finalized without further revisions.