RMD – Putnam Wealth Management

Age milestones can trigger financial planning actions

Many financial planning actions are linked to age milestones. See how key birthdays and other dates could signal financial planning moves.

With final regulations announced, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts.

Heirs with inherited retirement accounts can skip taking RMDs this year without penalty under IRS guidance.

The tax code gives preference to spousal beneficiaries with more choices and potentially more advantageous tax treatment of required distributions.

The SECURE Act 10-year rule set new guidelines for distributing inherited retirement accounts and has impacted retirement planning.

Explore six changes to retirement from the passage of the SECURE Acts and get essential insights to enhance your retirement planning.

The IRS recently delivered more guidance for heirs on how to handle RMDs with inherited accounts.

The SECURE 2.0 Act seeks to enhance retirement savings and will likely impact a variety of retirement planning and tax strategies.

SECURE 2.0 garnered significant bipartisan support in Congress and expands on the goals of the 2019 bill to help people save more for retirement.