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Tax Planning › Retirement Plan › Qualified Charitable Distributions

Troutman Pepper Locke

Estate Planning in Uncertain Times

Troutman Pepper Locke on

"God, grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference."- The Serenity Prayer- The first 100 days of President Trump’s administration have been...more

Bowditch & Dewey

Important Provisions from SECURE Act 2.0 for Individuals and Nonprofits

Bowditch & Dewey on

On December 29, 2022, the Securing a Strong Retirement Act (commonly referred to as SECURE Act 2.0) was signed into law. This is follow-up legislation to the Setting Every Community Up for Retirement Enhancement Act, which...more

Partridge Snow & Hahn LLP

Nonprofits Take Note! Recent Expansion of Qualified Charitable Distribution Rules

Partridge Snow & Hahn LLP on

President Biden recently signed into law the Secure 2.0 Act of 2022. The Act contains, in part, an expansion of the rules for qualified charitable distributions. A qualified charitable distribution (“QCD”) is a direct...more

Polsinelli

Estate Planning Impact Of The Secure Act

Polsinelli on

The ‘Setting Every Community Up for Retirement Enhancement’ Act (the “SECURE Act”) was signed into law on December 20, 2019 and became effective January 1, 2020....more

Perkins Coie

SECURE Act Presents Planning Challenges and Opportunities for Retirement Accounts

Perkins Coie on

The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was signed into U.S. law on December 20, 2019. The SECURE Act makes significant changes to the administration of IRAs and other tax-deferred...more

Chambliss, Bahner & Stophel, P.C.

Avoiding Pitfalls When Forced to Start Breaking Your Retirement Piggy Bank

Chambliss, Bahner & Stophel, P.C. on

The oldest of the 75 million baby boomers have begun turning 70 in 2016. Becoming a septuagenarian is a milestone in itself, but it also means that soon the IRS will likely be expecting you to start cashing out your...more

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