It’s hard to keep up with the news out of Washington these days! I have been getting a ton of questions on how the new tax proposals recently passed by the House Ways and Means Committee would impact Roth conversions. Here is the rundown.
It’s that time of the year! College bills for the Fall semester are arriving, and you may be thinking of tapping into your retirement savings to help with the costs. Here’s what you need to know about the higher education expense exception.
Do you know how a surviving spouse can handle an inherited spousal IRA? Hopefully you do not need to know this anytime soon, but a friend or loved one may be in that position, so we need to spread the word.
Are you over 72 and still working? If you answered yes, this is a must read!
6 years ago same sex marriage was legalized. Since then, millions of same-sex couples headed to the alter. Many of these newlyweds, may not have paid much attention to the special breaks that married couples receive under the tax code. Here are four special IRA rules for spouses that same-sex couples should know about.
With the passage of the SECURE Act, once common IRA beneficiary planning strategies have been upended.