Insights: distribution

Explore

The CARES Act

The CARES Act: Top 8 Changes It Brings To IRAs

On March 27, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law. The $2.2 trillion aid represents an unprecedented initiative to support the U.S. economy during...

Read More

Coronavirus-related distributions - do you qualify

Coronavirus-Related Retirement Account Distributions: Do You Qualify?

Revised June 23, 2020, to reflect new guidance released by the IRS. The newly enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act is designed to assist Americans affected by...

Read More

CARES Act Waives RMDs in 2020

CARES Act Waives RMDs in 2020

Just as we were all getting used to the SECURE Act rule changes, the rules changed again. After a few quiet years on the legislative front, two major bills affecting...

Read More

How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies

How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies

The SECURE Act that became law on January 1 of this year made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of...

Read More

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...

Read More

IRS Forms 1099-R and 5329

2 Tax Forms IRA Owners Need to Know

If you own an IRA (or any qualified retirement savings account), there are two IRS tax forms you should be familiar with – even if you engage an accountant to...

Read More

LOG IN TO YOUR ACCOUNT