New IRS Notice on RMDs Provides ‘Transition Relief’
Jul 18, 2023
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By Debra Taylor, CPA/PFS, JD, CDFA
In an eagerly anticipated ruling, the IRS announced on July 14 that, among other things, it would continue to delay enforcing new RMD rules related to post-2019 inherited retirement accounts. Here we discuss four elements of what the new ruling resolves—and does not resolve.