The IRS this week issued Information Release 2020-187 to remind IRA owners and beneficiaries, as well as participants in workplace retirement arrangements, that they have until August 31 to return required minimum...more
If you have a qualified retirement plan or Individual Retirement Account (βIRAβ), be sure to verify two things:
Have you designated the primary and contingent beneficiary or beneficiaries who will receive any remaining...more
The American Taxpayer Relief Act of 2012 (the "2012 Act") β actually passed by Congress on January 1, 2013 β brings welcome stability to federal estate, gift and generation-skipping transfer tax law which has been in...more