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Understanding New RMD Rules for Inherited Individual Retirement Accounts
For many holders of traditional individual retirement accounts, minimum distributions (RMDs) are a familiar concept. They provide a way for the government to collect taxes on tax-deferred accounts, and investors who fail to make RMDs and pay taxes on them can face IRS penalties.
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For many, retiring to their cabin is a lifelong dream. Maybe you inherited this cabin from your parents, and you’ve kept it to pass on to your own children. Maybe you purchased this cabin, so you and your children could have a getaway all to yourselves. You expect to see your grandchildren swimming, water skiing, and learning to fish here, just as your children have done.
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It’s a fact: More Americans are moving when they retire. According to a 2024 study by Hire a Helper (a moving company), 339,000 American retirees moved in 2023. Following a COVID-19 slump in 2021 and 2022, this number represented a significant shift back towards moving.
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Imagine you’ve just arrived at your doctor’s office. One of the first things you’ll do is answer questions about the prescription drugs and vitamins you take. Why? Your doctor needs to know what medications you’re taking to prevent any unintended consequences from drug interactions. To make the best possible recommendations, your doctor needs all the information.