How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act became law on January 1, 2020 and made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of these is the...
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...
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...
10 Tips for IRA Rollovers
Rolling over retirement savings from a former employer’s retirement plan to a self-directed IRA can have many benefits, including the freedom to invest in a broad range of alternative investments....
