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Ed Slott's IRAHelp

In PWD coverage since August 18, 2026 · 2 stories
PWD coverage
book

Kiddie tax on Trump accounts opens at 18; plan the window

Taxable Trump account withdrawals and conversions can trigger the kiddie tax from age 18, so advisors should start modeling the exposure.
book · Aug 18Solo 401(k) owners can't claim the still-working RMD exception
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