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The Internal Revenue Service is extending tax relief on required minimum distributions from inherited retirement accounts not made in 2024 after providing similar relief in recent years.
April 16 -
The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.
March 14 -
An in-depth look at the provisions of the new act and how they impact retirement planning.
February 2 -
Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.
December 30 -
An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.
October 18 -
Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.
October 10 -
Blindly following the decades-old industry guideline is dangerous; tapping into 401(k)s if needed while delaying Social Security is smart.
July 2 -
Heirs of IRAs and 401(k)s won't need to take annual distributions before cashing out within a decade of receiving the plans, the agency says.
May 4 -
Experts have identified a dozen credits, deductions and more as worth particular attention this year.
February 1 -
After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.
January 15