Trends PLANADVISER May/June 2022

New, Tighter Distribution Rules

Retirement plan advisers should revisit retirement planning for clients who count on the ‘stretch’ IRA provision for bequeathing their individual retirement account or 401(k).

Reported by

Rhea Wessel

To access this premium content, please sign up for a free account!

You Might Also Like:

Compliance

March 14th, 2025

Deadline for Retirees Taking Their First RMDs is April 1

The IRS rule applies to all traditional IRA owners and most participants in workplace retirement plans.

Client Service

December 20th, 2024

What to Know About the 10-Year Inherited IRA Rule

A tax specialist unpacks the end of the ‘stretch’ IRA brought in by SECURE 2.0.

Compliance

December 10th, 2024

IRS Reminds Retirees to Take RMDs Before Year-End

Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.