Tag: IRA

Beneficiary words

Qualified Charitable Distributions from an Inherited IRA?

Written by Chris Robinson on June 3, 2024. Posted in Ed Slott's IRA Corner, IRA.

You can take a Qualified Charitable Distribution or QCD from an IRA or an inherited IRA as long as the current owner is...

grandchildren inheriting IRA, inherited ira distributions, IRA, qualified charitable distributions from inherited ira

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Strategic IRA Planning in 2024

Written by Chris Robinson on June 3, 2024. Posted in IRA, Retirement, Tax.

Strategic IRA Planning in Your Gap Years If you are in your 60s, you may want to take advantage of your Gap years and...

529 to Roth conversions, gap years, increase Simple IRA amounts, IRA, retirement to RMD age

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Beneficiary word on screen of laptop

Understand the Three Types of IRA Beneficiaries

Written by Chris Robinson on June 3, 2024. Posted in IRA.

Under the Secure Act, there are only 3 types of beneficiaries for 401k plans, 403b plans, and traditional as well as Roth...

Eligible Beneficiary, IRA, non-designated beneficiary, non-Eligible Beneficiary, Secure Act changes to lifetime stretch

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Secure Act 2.0 Changes RMD Age

Written by Chris Robinson on April 25, 2024. Posted in IRA.

The Secure Act 2.0 changes the age at which IRA owners must start taking required minimum distributions (RMDs). There...

IRA, RMD age changes, SECURE Act 1.0 age changes, SECURE Act 2.0 and RMD age, Still working Exception

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