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Freely-available podcasts by AICPA and CIMA. We release about 20 episodes every month, and cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

We combine the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) in a powerful international alliance that promotes accounting and finance in every corner of the world. Today, we serve 580,000 members, candidates and registrants in 150 countries and territories

 

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  2. Inherited IRA RMD clarity for 2023 and 2024 {PFP Section}

Inherited IRA RMD clarity for 2023 and 2024 {PFP Section}

Dec 22, 2023

Ed Slott, CPA, and Bob Keebler, CPA/PFS, discuss the complicated inherited IRA RMD rules and what is required in 2023 and 2024 in this episode of the PFP Section podcast. Ed and Bob provide clarity in the following areas:

  • An easy formula to use to get clear on all of the elements that need to be considered 
  • The only scenario in which penalty relief is available when the RMD is not taken
  • Who must take RMDs in years 1 through 9 under the 10-year rule and who can wait until year 10
  • When does the 5-year rule apply
  • What happens when a ROTH IRA is inherited 

For more resources related to this episode:

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.