Tag: inherited ira
Jan 27, 2020
SECURE Act Details and Your Retirement PlanningWatch 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...
Dec 30, 2019
SECURE Act Passes; Review IRA Estate PlanningWatch this video on YouTube The Grinch who stole Christmas is alive and well this year—in the US Congress. Our Representatives and Senators passed a bill that negatively affects the middle and working class by changing the...
Jul 23, 2018
More IRA Mistakes to AvoidWatch this video on YouTube Last week I discussed two critical IRA mistakes, based on information I learned from Jeff Levine of Fully Vested Advice, Inc., at the 2018 spring conference of the National Association of Personal Financial...
Jun 3, 2014
When you plan the best strategies for withdrawing money to fund your retirement, one factor to consider is which types of accounts are best to leave to heirs. An article by financial writer Andrea Coombes in The Wall Street Journal (June 2 online and June 3 in the...
Feb 9, 2012
The Senate is considering eliminating the “stretch IRA”, a popular estate planning strategy that allows a beneficiary of a non-spouse IRA to stretch out required minimum distributions (RMD) over their life expectancy. The provision requires inherited...
