Your fact-checks will appear here
Inherited Individual Retirement Account rules and calculations
Before instructing an to send money to a nonprofit, an IRA owner should confirm the charity is an eligible public charity (not a donor‑advised fund or private foundation), verify the charity can and w...
When an employer converts a pension to an annuity, the annual annuity payments generally count as required minimum distributions (s) for the portion of the retirement account used to purchase that ann...
The internal rules that govern what a (CWA) must contain are rooted in the substantiation rules of §170(f) and the IRS guidance that implements it, and those rules—summarized in IRS guidance such as t...
Surviving spouses and certain disabled beneficiaries are treated as “” (EDBs) and, under the post‑ rules and subsequent guidance, are not strictly subject to the blanket 10‑year cleanout rule that app...
The "2026 RMD life expectancy" refers not to a single number but to the distribution-period factors in the IRS life-expectancy tables used to compute required minimum distributions (RMDs) for 2026; mo...