Photo credit: jb
The SECURE Act has limited non-spouse beneficiaries (with a few exceptions) to a maximum of a ten-year stretch for IRA payouts. Because of this, the search is on for strategies...
Photo credit: malomar
You're contributing as much as you're allowed to a 401(k) or other employer-sponsored retirement plan. If your income allows it, you're also contributing the maximum annual...
In November and December, 2019, I sent out a survey covering Social Security filing strategies. The survey was sent to a closed Facebook group (dealing primarily with Social Security filing...
The inherited IRA, when implemented properly, can be a great vehicle for transferring wealth to your heirs, maintaining the tax-deferred status until much later. The problem is, there are some...
There are now two sets of rules regarding how distributions to designated beneficiaries must be taken for inherited IRAs and other retirement plans, when the account owner has died in 2020 or...
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