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Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions.
[+] Full Article Qualified Charitable Distributions - 03/25/21
A choice for IRA owners who want to reduce taxes linked to IRA distributions. Do you have an IRA? As you enter your 70s, you may start to look at that IRA not only as an asset, but also as a problem. By law, you must take required minimum distributions (RMDs) from a Traditional IRA once you reach age 72; there are very few exceptions to this.
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CARES Act - Individual Taxpayer Stimulus Relief informationKristen Crouthamel, AIF® -- Financial Advisor, discusses what you need to know about the Individual Taxpayer Stimulus Relief of the CARES Act. Where are my stimulus funds? This video will help you answer that question. #InThisTogether
Posted by GCSB Investment Center on Thursday, April 23, 2020
CARES Act - Small Business Relief / Payroll Protection ProgramKristen Crouthamel, AIF® -- Financial Advisor, discusses what you need to know about the Small Business Relief of the CARES Act. This includes important information about the Payroll Protection Program and the Economic Injury Disaster Loans. #InThisTogether
Posted by GCSB Investment Center on Thursday, April 30, 2020
Tax & Prior Year Contribution Deadlines ExtendedKristen Crouthamel, AIF® -- Financial Advisor, discusses what you need to know about the extended tax filing, payments and prior year contribution deadlines of the CARES Act and changes to IRA Contribution rules of the SECURE Act. #InThisTogether
Posted by GCSB Investment Center on Tuesday, May 5, 2020
2020 Required Minimum Distributions (RMD's) - WaivedKristen Crouthamel, AIF® -- Financial Advisor, discusses what you need to know about the 2020 Required Minimum Distribution (RMD) rules and waivers of the CARES Act. If you are 70 or older, or have inherited retirement accounts, this information is important to you and your financial plan. #InThisTogether
Posted by GCSB Investment Center on Tuesday, May 12, 2020
Inherited Retirement AccountsKristen Crouthamel, AIF® -- Financial Advisor, discusses what you need to know about Inherited Retirement Account rules and changes due to the SECURE and CARES Acts. If you have inherited retirement accounts or are planning to pass along retirement accounts to your beneficiaries, this information can help you or your beneficiaries make tax-smart decisions as part of a financial plan. Making tax-smart decisions is part of our 4+4 Philosophy at the Investment Center. #InThisTogether
Posted by GCSB Investment Center on Monday, May 18, 2020
SECURE Act - Small Business Group Retirement PlansKristen Crouthamel, AIF® -- Financial Advisor, discusses what you need to know about changes made to Small Business Retirement Plan rules as part of the SECURE Act. This important information could help your small business join forces with other small businesses to offer retirement plans for yourself and your employees. #InThisTogether
Posted by GCSB Investment Center on Wednesday, May 27, 2020