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Retirement tax questions
IRS Pub 590-B has not yet been updated to conform to the recently proposed regulations regarding changes to the RMD requirements. With regard to successor beneficiaries, the proposed regulations may or may not be made final in their present form. A successor beneficiary might be subject to both annual RMDs and the 10-year rule or just the 10-year rule, but that won't be clear until the new regulations are finalized.
‎April 27, 2022
5:25 AM