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.
Tag: inherited IRA
RMD waiver expanded for all investors in 2020
The IRS released new guidance that expanded the RMD waiver for use by all investors in 2020.
Trends in living arrangements require a fresh look at planning
Because marital status plays a prominent role in financial rules, living arrangements such as non-traditional households may result in planning challenges.