Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...

In a recent monthly newsletter, IRA expert Ed Slott discussed the options surviving spouses have when they inherit an IRA. The options can be confusing. You need to choose carefully to maximize your ...

Explore inherited IRA rules. Learn how tax regulations impact spouses and non-spouses under the SECURE Act. Understand your options for inheriting IRA funds.

Q. Can you explain the regulations regarding successor beneficiaries of IRAs? A. A successor beneficiary is the named beneficiary of an individual who has inherited an IRA. It’s important, if you are ...

LINDA M. JOHNSON, CPA, PhD, is associate professor of accounting at Kennesaw State University in Kennesaw, Georgia. Her e-mail address is [email protected] . RAs have long been a ...

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 ...

Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone ...