In Notice 2023-54, the IRS granted relief to individuals and retirement plans from taking required minimum distributions in 2023. This applies to both individual accounts and inherited IRAs where distributions were mistakenly taken although no distribution was required. This relief appears to be the result of the IRS’s delay in issuing final regulations under the […]
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- Home purchased after nursing home admission was not an exempt homeplace
- Preliminary injunction granted barring state from terminating QI Medicaid
- Promise of life estate, based on oral promise, could be enforced
- SSI Decisions finding no penalty where beneficiary over 65 funds a pooled trust sub-account
- Example of Georgia Medicaid Lien Inquiry