The 10-Year Rule for Inherited IRAs
Understand inherited IRAs and the 10-year rule under the SECURE Act. Learn how to manage your inherited retirement accounts.
Vincent Russo on CFN Live: The 10-Year Rule for Inherited IRAs
Discover the importance of the 10-Year Rule for inherited IRAs and what it means for your financial future.
How Does the SECURE Act Impact RMDs?
The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was part of the spending bill legislation passed by Congress in 2020. It was followed by the SECURE Act 2.0, which expanded the law designed to increase retirement…
Surviving the SECURE Act – Roth IRA Conversions
The concept of converting a traditional IRA to a Roth IRA has been around for a while. However, thanks to the SECURE Act, it may be a more beneficial retirement and tax planning strategy. The way the conversion typically works…
Surviving the SECURE Act – Charitable Remainder Trusts
A Charitable Remainder Trust (CRT) is an irrevocable trust that allows a person to donate money to a charity while generating an income for either the donor or other beneficiaries with the remainder of the donated assets going to a…
Surviving the SECURE Act – Start planning for inherited IRAs
If you inherit a traditional IRA after the enactment of the SECURE Act, or expect to inherit an IRA in the future, you should consider having a plan in place for withdrawals to avoid a big tax bill. Tax Liability…
Surviving the SECURE Act – Review your estate plan
The SECURE Act has received much buzz since it was signed into law on December 20, 2019, as it will likely impact the retirement and estate planning strategies of many Americans. The far-reaching law includes significant provisions aimed at increasing…
The SECURE Act – Non-retirement changes
The Setting Every Community Up for Retirement Enhancement Act (more commonly referred to as the SECURE Act) has received a lot of buzz in the estate and retirement planning communities lately thanks to the significant changes it has made to…