Leading tax topics on the minds of financial advisors
SECURE Act regulations, the SALT deduction, and Roth IRA strategies were among the leading tax topics raised by financial advisors at a recent webcast.
Tag: 10-year rule
Changes to the 10-year rule could surprise retirement account heirs
The IRS is proposing new rules for retirement account distributions including changes to the requirements of the 10-year rule for heirs.
Required distributions on inherited retirement accounts reduced in 2022
New life expectancy table mean RMDs on inherited accounts will be reduced this year.