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The Waiver of Excise Tax on RMDs: IRS Notice 2022-53 Explained

  • 17 Oct 2022
  • 2:00 PM - 3:00 PM


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The IRS acknowledges confusing messaging for the new 10-year rule for beneficiaries, and waives the 50% excise tax for 2021-22 RMD shortfalls for some SECURE Act-era beneficiaries.

IRS Notice 2022-53 was published to address this matter and provide relief for some beneficiaries..

Please join me. I will explain what this really means and who benefits.

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