Tag: SECURE Act

Does SECURE Act 2.0 Create a Stealth Tax?

The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.

January 23, 2023

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

A SECURE Act Defense Strategy

Congress labeled it the SECURE Act, because it’s a better sell to the public. But, what Uncle Sam really wanted to do was make their spending programs more secure – hence, securing reelection.

June 6, 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

To Roll or Not to Roll

Rollover advice isn’t always straightforward – it’s often conflicted. There are issues you should address before you act.

January 7, 2021

RMDs: We’re Baaaack!

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

December 14, 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

Tag: SECURE Act

Does SECURE Act 2.0 Create a Stealth Tax?

SECURE Act 2.0: RMD Age Hikes Coming?

A SECURE Act Defense Strategy

When to Name a Trust as your IRA Beneficiary

SECURE Act 2.0?

To Roll or Not to Roll

RMDs: We’re Baaaack!

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

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Does SECURE Act 2.0 Create a Stealth Tax?

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Does SECURE Act 2.0 Create a Stealth Tax?

Thinking About a Rollover?