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In the July 22, 2024 Slott Report, my colleague Sarah Brenner explained how the IRS, in its final SECURE Act required minimum distribution (RMD) regulations issued on July 18, did not budge on a controversial position it had taken in its 2022 proposed regulations.

Great article about the final ruling. So to summarize, if the decedent died in 2020, 2021, 2022, 2023, or 2024,...

I have a client that has separated from her current company plan after age 55. We can use the age...

On July 18, 2024, the IRS issued final required minimum distribution (RMD) regulations under the 2020 SECURE Act. The newly issued regulations fine-tune existing rules for trust beneficiaries and aggregation of RMDs. They also eliminate burdensome rules for certain spouse beneficiaries and documentation requirements for certain IRA beneficiaries.

I have a client who had his last day with his employer in June however he is getting a 9...

Brother/Decedent  – 12/11/1959 Client/EDB – 12/20/1961 Our client inherited (After 2020) IRA and Roth IRA from his brother (client is...

My aunt passed away and left her IRA with a The Private Trust as beneficiary.  I am a beneficiary of...

Hey there.  My first post here.  I was just thinking about this today and was wondering if I may have...

Participant passed about 3.5 years ago.  Participant had a will with a pour over provision that directed assets into a...