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Jeff 'The Buckinghammer' Levine, CPA/PFS, CFP®

@CPAPlanner

"Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own

calendar_today22-11-2010 16:26:49

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Jeff 'The Buckinghammer' Levine, CPA/PFS, CFP®(@CPAPlanner) 's Twitter Profile Photo

🚨Breaking News🚨

In Notice 2023-54, the IRS just answered the #1 question on many advisors’ minds…

Q: Do beneficiaries subject to the 10-Year Rule who inherited from someone dying on/after their RBD need to take an RMD this year?

A: NO! (At least not for 2023)

Full text of…

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