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Check Out Our Latest Article

Unprecedented Relief! ALL Unwanted RMDs Taken In 2020 Can Now Be Returned – Rolled Over – Back To An IRA Or Company Plan

IRS Announces BLANKET Relief for Unwanted 2020 RMDs!IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs. By “ALL” we mean ALL, even non-spouse IRA or plan beneficiaries (who could never do a rollover… until now). The 60-day rollover period is extended to August 31, 2020, […]