It’s RMD Season!
Procrastination comes at a steep cost for retirees who want to hold off on taking mandated withdrawals from their retirement accounts. If you turned 70½ this year or you’re older, […]
Beneficiary Planning for Retirement Accounts, Part II – Non-Spouse Beneficiaries
As I mentioned in my last blog, designating a beneficiary that is not your spouse for your retirement plan accounts introduces a more complex set of rules. Non-spouse beneficiaries are […]
Congress Makes Permanent the Qualified Charitable Distribution from IRAs
With the passage of the Protecting Americans from Tax Hikes (PATH) Act of 2015, Congress once again retroactively reinstated many of the tax extenders that were renewed and then expired […]