Smart Charitable Giving
For those in their 70s and older, this is an excellent discussion of why charitable gifts should come from your IRA.
The Changed Landscape for Inherited IRAs
Inherited an IRA since 2020? Here are some important things to know.
A Contrarian View
Has the time come to reconsider traditional IRA and 401(k) contributions?
Finally!
Some of the most technical tax rules are those surrounding required minimum distributions from inherited IRAs. The IRS recently issued long-awaited final regulations, after several years of uncertainty in this arena. This article provides an excellent overview.
These Rules are Like Shifting Sand
The rules for taking money out of IRAs and 401k plans are complex, and ever changing. This article gives the current “lay of the land.”
Alphabet Soup: Exploring QCDs from IRAs
Qualified charitable distributions from IRAs provide a good opportunity for charitable giving.