Category: SECURE Act

SECURE Act 2.0: RMD Age Hikes Coming?

RMD age hikes may not be the blessing you think. The question just might be who is more secure? Retirees or future government spending?

August 8, 2022

Does The SECURE Act Make You More Secure?

Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.

April 29, 2022

When to Name a Trust as your IRA Beneficiary

IRAs are popular choices as a retirement vehicle, today holding over $11 trillion in assets, estimated to comprise more than one-third of all retirement assets. What’s interesting is that naming trusts as IRA beneficiaries has become more common.

June 24, 2021

SECURE Act 2.0?

Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?

June 9, 2021

Retirement Income Planning Gains Importance.

May 7, 2021

RMDs: We’re Baaaack!

RMDs are back for 2021! Make sure you don’t get his with penalties.

December 14, 2020

Systematic Roth Conversion Strategies Can Be Powerful….

Do you know what a systematic Roth conversion is? It’s worth knowing!

November 10, 2020

Are the Markets On Their Way Back?

Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.

April 20, 2020

The SECURE Act Is A Financial Planning “Game Changer”.

This major change will bring in $15.7 billion in tax revenue by 2029, according to the joint committee on taxation in their report on the bill, H.R. 1994. And, guess whose money they want? Yes, yours.

February 26, 2020

Category: SECURE Act

SECURE Act 2.0: RMD Age Hikes Coming?

Does The SECURE Act Make You More Secure?

When to Name a Trust as your IRA Beneficiary

SECURE Act 2.0?

Retirement Income Planning Gains Importance.

RMDs: We’re Baaaack!

Systematic Roth Conversion Strategies Can Be Powerful….

Are the Markets On Their Way Back?

The SECURE Act Is A Financial Planning “Game Changer”.

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SECURE Act 2.0: RMD Age Hikes Coming?