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Owner is 70 Assume RMDs taking place at time of death Assume adult daughter is in good health and stable...

Question: For a non-spousal inherited roth IRA account, there seems to be contradictory advice on different websites about when to take distributions. Some say there are annual required minimum distributions (RMDs) within the 10 years; others say you can wait until the 10th year for a lump sum. If you can wait and don't need the money, wouldn't it be wiser to wait until the last year since the money compounds tax free and the final lump sum distribution would also be tax-free?

The Clock Is Ticking: Making Retirement and Social Security Claiming Decisions that Count

• Trim the Fat
• Review Employer-Provided Healthcare
• Options
• Options for Medicare Enrollees
• Social Security Claiming Considerations
• Extended Earnings
• Paired Planning
• Use it or Lose it,

There is some good news for retirement savers! The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2025, and many of the dollar limit restrictions on retirement accounts will increase next year. In addition, new rules from the SECURE 2.0 Act also will bring more savings opportunities.

Alan, Can you address my 10.26.24 response to the above topic? Should Jacob make (3) separate RMD distributions in 2024?...

I have a cousin who is single (widow)  turning 74 this year and has been withdrawing  TIRA RMDs since 2022....

Employer is sole employee for an established account. The account balance is -0- zero after Roth conversions, distributions completed 04/2024...

Hello,   My client Bob died in 1999 in his 40s and left his IRA to his spouse. His spouse...

QUESTION: Hello, I’m working with a retired client who has a sizable IRA. He set up a trust and named it as the beneficiary of the IRA, assuming that the trust would reduce or eliminate the income tax liability. Is this the case? Also, does a trust circumvent the 10-year rule? Thanks!

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