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The Good Parts of the New Rules Regarding Distributions from IRA and Plan Interests

The SECURE ACT (Setting Every Community Up for Retirement Enhancement Act) was included as part of the massive December 2019 appropriations bill. The inclusion of the Act was a stealthy surprise, since most thought that it...more

SECURE ACT: IRA and Retirement Savings Contribution and Payout Periods Changed - “Stretch” IRAs Dramatically Limited

Last week Congress and the President actually got together on something and passed a huge appropriation bill. One part of it was the SECURE (Setting Every Community Up for Retirement Enhancement) Act. The inclusion of this...more

IRA, 401(K), Profit Sharing Beneficiary Designations: Time to Check Them Out!!

I bet you have no idea what would happen if your intended beneficiaries pass away other than in the order you assume. This is an effective lead in to getting procrastinating potential clients to do a likely much needed...more

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