The SECURE Act has significantly altered the estate planning landscape for qualified retirement accounts, including, but not limited to, Individual Retirement Accounts (“IRAs”), 401(k)s, 403(b)s, 457(b)s, and Roth IRAs...more
1/21/2020
/ 401k ,
Beneficiary Designations ,
Employee Benefits ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Inherited IRA ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Roth IRA ,
SECURE Act ,
Tax Planning
Last week, Treasury issued a second round of proposed regulations regarding Opportunity Zones?offering investors more clarity as to whether their investments in designated Opportunity Zones will qualify for current capital...more
5/1/2019
/ Capital Gains ,
Economic Development ,
New Guidance ,
Opportunity Zones ,
Partnerships ,
Proposed Regulation ,
Qualified Opportunity Funds ,
Real Estate Investments ,
Safe Harbors ,
Tax Cuts and Jobs Act ,
Tax Deferral ,
Tax Planning ,
U.S. Treasury