I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby
The IRS acknowledges confusing messaging for the new 10-year rule for beneficiaries, and waives the 50% excise tax for 2021-22 RMD shortfalls for some SECURE Act-era beneficiaries.
IRS Notice 2022-53 was published to address this matter and provide relief for some beneficiaries..
Please join me. I will explain what this really means and who benefits.
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