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IRS Announces 2023 RMD Rollover Relief and Relief for Certain 2023 Beneficiary Distributions
Convergent Retirement Plan Solutions, LLC 
[Guidance Overview] July 18, 2023 "The relief provided in Notice 2023-54 relates both the required distribution changes brought about by the SECURE Act of 2019 as well as the most recent change in RMD starting age brought about by SECURE Act 2.0.... Recognizing that many providers were unable to adjust their systems and administrative procedures in time to reflect this change, the IRS is providing several forms of relief for distributions involving IRA owners and plan participants who turned age 72 in 2023." |
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