The IRS is on your side!

For once.

In a stunning turn of events the IRS is allowing any RMD taken thus far in 2020 to be "rolled-over" into a qualified plan or IRA by August 31, 2020.

  • The one rollover per year - suspended
  • RMDs suspended for 2020 from all types of retirement accounts. (IRA, 401(k), 403(b), etc)
  • Inherited IRA RMDs can be reversed.
  • Substantially equal periodic payment RMDs, eligible.



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