Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account's assets after the owner's death. While non-spouse beneficiaries face strict timelines – either starting Required Minimum Distributions (RMDs) the year after theRead More... The post New RMD Rules For Spousal Beneficiaries Of Retirement Accounts With SECURE 2.0’s “Spousal Election” Option first appeared on Kitces.com.

View Entire Post