Trends
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:
Insurance Beneficiaries Desire Financial Guidance
Most surveyed life insurance beneficiaries expressed interest in holistic financial planning, but they did not receive communication from experts.
IRS Postpones RMD Rules
Rules governing required minimum distributions from retirement accounts, first proposed in February 2022, will not take effect until at least...
Missing RMDs Cost Investors $1.7B in Penalties, per Vanguard
More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according to research by Vanguard.