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This table is used for lifetime required distributions. Most IRA owners will use this table, but there is one exception. If the spouse is the sole beneficiary for the entire year AND is more than 10 …

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Ed Slott's Free IRA Update. March 2008. Volume 1, Number 3. In This Issue · RMDs - It's Not too Early · Question of the Month · News, Rulings and Other Updates · Tips for the

UNNECESSARY TAXES AND COMBAT THE LATEST THREATS TO THEIR RETIREMENT SAVINGS Obstacles and volatility facing retirement accounts are constant variables, and they …

• Once RMDs are required under a section 327 election, the surviving spouse is able to calculate RMDs using the Uniform Lifetime Table – rather than the Single Life Table that would have …

MASTER THE SECURE & CARES ACTS The SECURE Act single-handedly upended many long-standing retirement rules on January 1, 2020. Only three months later, a second and equally …

2. Are any state tax breaks for distributions from inherited IRAs or employer plans allowed? Some states exempt all or a portion of retirement plan distributions from state taxes even when those …

RMD CALCULATIONS Follow-ups should be added to the Comments/To-Do list at the end of this module. Use this module for account owners. Beneficiaries of inherited retirement accounts …

Ed Slott's IRA Advisor tackled “IRA Contribution Last month’s issue of Nuts & Bolts” by summarizing the rules for IRA contribution eligibility and deducibility. This month, we turn our …