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.
Always Expect the Unexpected with the IRS
IRS issues long-awaited proposed regulations on required minimum IRA distributions under the SECURE Act, with some unexpected surprises.
IRA Payable to Estate?
This article provides a roadmap of issues and how to effectively manage them.
Feeling Less SECURE
Navigating the IRA beneficiary rules under the Secure Act? This article provides a good roadmap.
How SECURE is your IRA?
Read this excellent discussion of IRA planning under the SECURE Act.