My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...

This is no longer the case, though. (And if you have further questions about the 10-year rule and stretch IRAs, consider speaking with a financial advisor.) RMDs from Inherited IRAs ...

The 10-year account depletion rule applies to anyone who inherited an IRA from an account holder who died in 2020 or later. If the account holder died before starting RMDs, you don't have to take ...

Generally, RMDs kick in the year you turn 73 (or 75, if you were born in 1960 or later). The IRS is pretty strict about RMD rules and anxious to collect the taxes that weren't paid when the money ...

This required minimum distribution (RMD) is necessary if you have a traditional individual retirement account (IRA), a SEP IRA, a SIMPLE IRA, a company-sponsored 401 (k) account, or a 403 (b) account.

Previously, the IRS waived penalties for missed RMDs on inherited IRAs. But if you don't start yearly RMDs in 2025, you could be subject to a 25% penalty on the amount you should have withdrawn.

Previously, the IRS waived penalties for missed RMDs on inherited IRAs. But if you don't start yearly RMDs in 2025, you could be subject to a 25% penalty on the amount you should have withdrawn.