Video: Where are tax rates headed?
February 26, 2020
The need for additional government revenue will pressure lawmakers to raise tax rates in the future.
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New rule under SECURE Act blocks tax abuses using QCDs
The SECURE Act introduced an anti-abuse rule to prevent benefiting twice from taking IRA distributions and QCDs.
Tax planning is a topic for all seasons
There may be more opportunities to use tax-efficient strategies if investors focus on tax planning throughout the year.
Trust strategies rattled by SECURE Act
The SECURE Act recast the rules for leaving retirement assets to heirs, creating challenges for beneficiaries and conflicts with certain trust strategies.
Planning strategies for the SECURE Act 10-year rule
The SECURE Act brings significant changes to retirement accounts and introduces a new 10-year rule for inherited retirement assets.
The dawn of a new 10-year rule for IRAs
The SECURE Act became law in December and introduced many changes to retirement accounts, including a new 10-year rule for IRAs signaling the repeal of the stretch IRA strategy.
Key figures that taxpayers need to know for 2020
The Internal Revenue Service recently announced the tax rates and contribution limits for 2020, including key figures that investors will want to consider.
The kiddie tax changes, again
The recently-passed SECURE Act provides for many changes to retirement accounts as well as changes to some tax-related items such as the kiddie tax.
SECURE Act: Congress passes landmark retirement legislation
The passage of this landmark legislation represents the most significant changes to the retirement industry since the Pension Protection Act (PPA) of 2006.
Keep your estate plan on track with a beneficiary review
Year-end is an opportune time to offer a beneficiary review to ensure that accounts are up-to-date.