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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...

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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...

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IRA Rules and Beneficiary Designations

You can’t take it with you, but you can control who gets it when you go. Beneficiary designations are a crucial element of estate planning and, when done properly, can...

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SECURE Act and Stretch IRAS

Inherited IRAS Won’t Stretch As Far As They Used To

Up until 2020, the “stretch IRA” concept was commonly used as an estate or legacy planning tool for IRA owners who wanted to leave a significant amount of tax-sheltered assets...

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Plan Asset Rules

What You Should Know About the DOL’s Plan Asset Rules

Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...

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2020 IRA Deadlines

It’s A Date! Managing Your Self-Directed IRA in 2020

Each year seems to fly by faster than the year before. Important dates and deadlines can swoosh past with little warning. To help you manage your self-directed IRA in 2020,...

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