2025 Update: RMDs and Inherited Retirement Accounts Presented by Marc Aarons I hope you’re doing well. I’m reaching out to make sure you’re aware of an important update on inherited IRAs, particularly for non-spouse beneficiaries navigating the latest IRS regulations. What’s changed? Under the SECURE Act of 2019, most non-spouse beneficiaries must withdraw the full […]

Inherited 401(k)s and IRAs: A General Guide Presented by Marc Aarons Recently, I’ve had several clients reach out, unsure of what steps they need to take with a recently inherited 401(k) or IRA. It can be a difficult process to navigate, especially since a retirement account is usually inherited after losing someone special. With that […]

2022 brings new life expectancy tables.  Provided by Marc Aarons  For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these tables to calculate your RMD. Using these new tables is relatively […]

What beneficiaries need to know and consider. Provided by Marc Aarons @ Money Managers, Inc.   At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may in the future.  Who was the original IRA owner? If the original owner […]