Rollover/Transfer Rules When an RMD IS Due Can Be Trick
Are you over 72 and still working? If you answered yes, this is a must read!
Are You Ready for the Son of SECURE?
On May 5, the House Ways and Means Committee unanimously passed the Securing a Strong Retirement Act of 2021. According to lawmakers, the proposal is designed to pick up where the SECURE Act of 2019 left off and help increase retirement savings even more.
Have you had the Roth Conversion Conversation?
Financial advisors are similar to Doctors.
Who Must Take the Year-of-Death RMD
Required minimum distributions (RMDs) were waived for 2020 but they are back now for 2021. This includes the RMD for the year of death of the IRA owner. The rules for this RMD can be tricky. One question that comes up a lot is who must take this RMD.
Retirement Account Alphabet Soup
For an area as highly regulated as IRAs and company plans, it’s not surprising that there’s a ton of abbreviated terms to keep track of. Here’s 18 common ones that you should know.
The Government is NOT Planning to Confiscate your IRA
Whenever there is a new administration there is a lot of uncertainty about what the change will mean for retirement accounts.