Unraveling the 10-year rule
The SECURE Act 10-year rule set new guidelines for distributing inherited retirement accounts and has impacted retirement planning.
Tag: beneficiary
Planning strategies may benefit estates of all sizes
Most estates may fall within the exemption level from federal estate taxes but investors still need to plan for the orderly transfer of wealth.
Do your clients need an IRA checkup?
The deadline for making a contribution to an individual retirement account (IRA) for last year is April 15, 2013. As clients seek ways to reduce taxable income, it is an opportune time to talk about IRAs. Consider offering your clients an IRA checkup to determine what they own and how it supports their retirement savings