Required distributions on inherited retirement accounts reduced in 2022
January 19, 2022
New life expectancy table mean RMDs on inherited accounts will be reduced this year.
Latest
Retirees may keep more savings under new guidelines
The Treasury Department updated the life expectancy projections used to calculate RMDs which may allow retirees to keep more savings longer.
Key tax figures for 2022
While most key tax figures for 2022 had only slight changes, there are areas where individuals may want to consider revisions to their tax strategy.
Reach out to families as they prepare for holiday gatherings
Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.
Year-end planning review checklist
A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.
Five year-end planning ideas for retirement savings
Here are some year-end planning considerations when reviewing your retirement savings plan.
Top tax questions from advisors as policy debate continues
Here are the top tax questions from advisors attending our recent webcast.
Finding the right option for charitable giving
With the range of funding alternatives and strategies, it’s important for donors to understand their options for charitable giving.
Deadline nears for capital gains tax break
Taxpayers investing in economically distressed areas of the country may be eligible for a capital gains tax break if they act now.
Tax policy discussions take a turn on Capitol Hill
Tax policy discussions continue in Washington and here is what is in the latest bill.