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The New Inherited IRA Rules
- 04/01/21
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.
[+] Full Article
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.
[+] Full Article
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November 6, 2020 On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3% cost-of-living adjustment (COLA) for 2021. Read more »
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November 1, 2020 What you need to know to get ready for the end of the year.
With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review your preparations. Read more »
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September 20, 2020 Are you retired or nearing retirement? Our monthly “Retirement In-Sight” newsletter is a quick read with important retirement considerations. The newsletter also includes “did-you-know” information, many times golf or cooking tips and a brain teaser! Read more »
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