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YEAR-OF-DEATH RMDs AND IRA CREDITOR PROTECTION: TODAY’S SLOTT REPORT MAILBAG

Question: Your newsletter is so helpful, and your book was a great resource to me when my mom passed away 5 years ago and I inherited her IRA. I am 76 and have not taken my RMD for 2021. Should I pass away and my wife age 69 transfers my IRA to hers, must my RMD for 2021 be taken first? Thanks much. A columnist in the Chicago Tribune led me to you years ago. F. Perry Read More

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