SECURE 2.0 followed in the footsteps of the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) to further delay the required beginning date for required minimum ...

2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't have ...

This notice provides guidance to financial institutions on reporting required minimum distributions for 2020 after the amendment of Sec. 401(a)(9) of the Internal Revenue Code by the Further ...

My husband and I are 75 years old. We took a 2020 RMD last January. Then the federal government allowed everyone who had taken a 2020 RMD to return it to their IRAs. We did. Let's say we took a ...

I’ll be 73 this year and will take my first required minimum distribution (RMD) by Dec. 31. I’m still working. I have an IRA, an active 401(k) plan and an active Voluntary Defined Contribution (VDC) ...