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Roth 401(k) Dollars Are No Longer Subject to RMDs
By Ian Berger, JD IRA Analyst If you have both pre-tax and Roth accounts in a 401(k) (or a 403(b) or governmental 457(b)) and are subject to required minimum distributions (RMDs), be aware of new rule changes made in the 2022 SECURE 2.0 law. The rules were clarified...
Proposed Regs Bring New Rules for Spouses Beneficiaries When Death is Before the RBD
By Sarah Brenner, JD Director of Retirement Education Of all the many provisions in the SECURE 2.0 Act, none has been more perplexing than Section 327, which changed the rules for spouse beneficiaries. It has been hard to figure out what Congress intended in drafting...
INHERITED ROTH IRAs AND NUA: TODAY’S SLOTT REPORT MALBAG
By Ian Berger, JD IRA Analyst Question: Thank you for all of the wonderful information. I have a question as to how the July 18, 2024 final regulations impact inherited Roth IRAs. My daughters inherited Roths from their grandmother 3 years ago. She was age 101. They...
Find a JGM Retirement Resources Location
Jupiter, Florida
601 Heritage Dr, Suite 444
Jupiter, Fl 33458
Office: 602-697-3890
Cell: 561-329-2650
Jerry@JGMFinancial.org
Collegeville, Pennsylvania
409 2nd Ave, Suite 304
Collegeville, PA 19426
Office: 602-697-3890
Cell: 561-329-2650
Jerry@JGMFinancial.org
Warrington, Pennsylvania
1243 Easton Road
Warrington, PA 18976
Office: 602-697-3890
Cell: 561-329-2650
Jerry@JGMFinancial.org