Tag: IRA
Jul 1, 2024
How safe is your IRA? Not from economic ups and downs, but from your own vulnerability to scammers? While financial scams are often perceived as targeting senior citizens, younger generations are equally susceptible. Two examples of people who suffered serious...
Mar 2, 2020
Higher Life Expectancy, Lower IRA Required DistributionsWatch 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...
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...
Jun 10, 2019
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...
