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August 12, 2025 in Family Money, IRA, Money & Finance, Required Minimum Distribution
Inherited IRA Rule Changes The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement accounts to heirs.1 How the SECURE Act Impacted the Retirement Landscape In 2019, the SECURE Act was signed into law. It was a major piece of retirement legislation that contained important changes...

October 26, 2023 in Required Minimum Distribution, Tax Management
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by reforming individual and business taxes. As a result, sweeping tax changes lowered marginal tax rates and the cost of capital. Although some of these provisions are permanent, most of...

September 26, 2023 in Required Minimum Distribution, Retirement Planning
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared for the future. To build on the popular aspects of the SECURE Act, Congress, late last year, passed SECURE 2.0. Although the new laws will impact all savers in some ways, navigating all of the...