The IRS Gave Us A Gift (Or Did They?)

Phil's Tax Hacks

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25d ago 13:42

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In today’s episode, we’re going to discuss the ongoing confusion surrounding inherited IRAs and Required Minimum Distributions (RMDs). The SECURE Act introduced a 10-year rule for withdrawing inherited IRA funds, replacing the old stretch IRA rules that allowed beneficiaries to spread distributions over their lifetime. However, the IRS has yet to finalize the regulations on whether beneficiaries need to take annual RMDs if the original account owner had already started them.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:09 – The SECURE Act changes/confusion around RMDs

5:16 – The potential consequences of delaying distributions

7:54 – Proactive planning with your financial advisor about IRA distributions

CNBC Article:

https://www.cnbc.com/2024/04/19/irs-waives-required-withdrawals-from-some-inherited-ira-for-2024.html

For more, visit us online: http://philstaxhacks.com

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