IRA TRUST Beneficiary Payment Options In Limbo
The SECURE Act of 2019 changed the payment options for most beneficiaries inheriting IRA assets after 2019, so that most beneficiaries are required to deplete inherited IRA assets within 10...
Legislation Watch: 3 Changes That May Impact IRAs
Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. The 881 pages of proposed tax legislation cover...
STRATA’s Patrick Hagen Featured: “How to Leverage Rental Income for Retirement Savings”
Article originally published on TheStreet – Investors are seeking ways to augment their retirement savings that don’t rely on the stock market — and are finding a fit with rental...
IRA Beneficiary Rules Still Need Clarification
The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...
IRS Update: Additional Tax Relief Available
The IRS has recently issued additional tax relief notices to help aid those impacted by recent disaster situations. The IRS notices announce fuel penalty relief and a variety of extensions...
Do Real Estate Investing Opportunities Still Exist?
Real estate moves in cycles, and we have been seeing an ‘up’ market in the past year, as record low interest rates, shifting work requirements, and lifestyle preferences sent homebuyers...
