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.
IRS Offers Some Relief on Inherited IRA Distributions
Important update from the IRS on required minimum distributions from inherited IRAs: penalties are waived for failure to take the RMDs in 2021-2022.
Navigating IRA Withdrawals at Death
Navigating IRA required minimum distributions in the year of death can be tricky. This article provides a good overview.
Taxwise Giving
Qualified Charitable Distributions from IRAs are gaining in popularity. This article provides an excellent overview.
To Roth or Not To Roth
Congress considers expanding the use of Roth IRAs and other changes to the rules around retirement accounts, as the “SECURE 2.0” bill passes the House with widespread support.