Did you inherit an IRA from someone who is NOT your spouse? This is not uncommon. Maybe you inherited from...
My biggest gripe with legislation is the same complaint held by most – the bulk of it is written in...
SIMPLE IRA plans are a popular retirement savings option for small businesses. The plans are available for companies with 100...
Earlier in my career, I worked for a company that sponsored a defined benefit (DB) pension plan. Up to now,...
SECURE 2.0 expands qualified charitable distributions (QCDs) by allowing a one-time-only QCD of up to $50,000 to a split-interest entity....
Here are 10 IRA and work plan topics that you may have stumbled across yourself: 10. QCDs (Qualified Charitable Distributions)....
Beware of investing IRAs in NFTs (non-fungible tokens). In Notice 2023-27, the IRS said that NFTs associated with “collectibles” are...
Maybe you made a Roth IRA contribution for 2022 and then discovered your income was too high. Maybe you contributed...
If ever I was traveling from Los Angeles to Atlanta, I would choose a direct flight with no layovers. I...
The August 28, 2023, Slott Report summarized IRS Notice 2023-62, where the IRS delayed the effective date of the SECURE...
Many IRA assets will ultimately go to non-spouse beneficiaries. Consequently, when these beneficiaries inherit the funds, special rules kick in....
The intricacies of IRA beneficiary payout rules can be bewildering, often posing unique challenges for financial advisors and individuals alike....
We help to bring confidence and clarity to retirement planning. Contact our team of financial professionals to get started.
