March 13, 2023


There’s been a fair amount of confusion over what age people must take their first Required Minimum Distribution thanks to recent changes in the law. If you took yours too early, can you undo it? We took a look.

The law also changed how people must take distributions from inherited IRA accounts. We looked at how whether there are strategies to protect the tax-deferred nature of the accounts for longer.

We also looked at whether you can change what year is credited for your IRA contribution.

See all that and more in this week’s eNewsletter.