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Year-of-Death RMD – Deadline Extended!

By Andy Ives, CFP®, AIF® IRA Analyst When a person reaches the required beginning date (RBD) – generally April 1 of the year after the year the person turns age 73 – required minimum distributions (RMDs) must officially start on traditional IRAs. But what if an IRA...

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Roth 401(k) Dollars Are No Longer Subject to RMDs

By Ian Berger, JD IRA Analyst If you have both pre-tax and Roth accounts in a 401(k) (or a 403(b) or governmental 457(b)) and are subject to required minimum distributions (RMDs), be aware of new rule changes made in the 2022 SECURE 2.0 law. The rules were clarified...

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INHERITED ROTH IRAs AND NUA: TODAY’S SLOTT REPORT MALBAG

By Ian Berger, JD IRA Analyst Question: Thank you for all of the wonderful information. I have a question as to how the July 18, 2024 final regulations impact inherited Roth IRAs. My daughters inherited Roths from their grandmother 3 years ago. She was age 101. They...

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Jupiter, Florida

601 Heritage Dr, Suite 444
Jupiter, Fl 33458
 Office:  877-346-7567
 Cell: 561-329-2650
  brian.cannon@wealthpersonal.com

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409 2nd Ave, Suite 304
Collegeville, PA 19426
 Office:  877-346-7567
 Cell: 561-329-2650
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1243 Easton Road
Warrington, PA 18976
 Office:  877-346-7567
 Cell: 561-329-2650
  brian.cannon@wealthpersonal.com