Watch this video on YouTube If you are over 72 and own an IRA, 401(k), 403(b), or TSP, you may be on the receiving end of a gift from the President. In 2018 he issued an Executive Order on “Strengthening Retirement Security in America.” One of the...
Watch this video on YouTube After my recent column on the SECURE Act, a client asked, “What are you going to do about this? It makes the planning we’ve done useless.” The good news is that, while the Act will mean some retooling of estate and retirement...
Watch this video on YouTube Several weeks ago I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which will reform various aspects of US retirement laws. The Act was passed by the House in May and is currently stalled in the Senate....
A relatively radical bill moving through Congress will mostly eliminate passing on to heirs the benefits of tax-deferred and tax free IRAs. Why haven’t you heard anything about this money grab? Maybe because the bill has so much bipartisan support instead of political...
Watch this video on YouTube If your employer offers a 401(k) or other retirement plan, contributing to that plan is a foundation of your retirement savings. However, as you approach retirement age, you might consider moving some of your retirement funds out of your...
