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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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Can I Get An IRA “Do Over”?

Many IRA owners carefully weigh the benefits and considerations of saving for retirement in a Traditional IRA vs. a Roth IRA, and then pick the one that meets their tax...

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Moving Money Before Retirement

Timing is everything – especially when it comes to investments. Participants deferring compensation into a 401(k) plan receive the benefit of dollar-cost-averaging through consistently timed contributions, as well as the...

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9 Key Factors To Consider When Transferring Assets

If you want to move money from one IRA to another IRA, a “transfer” is the easiest method for moving the assets. An IRA-to-IRA “rollover” can also be used to...

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Update: 2020 IRA Exemptions and Exceptions

With high hopes that 2021 will bring fewer last-minute, emergency changes to tax and IRA-related rules than we saw in 2020, now may be a good time to clear up...

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