The SECURE Act recast the rules for leaving retirement assets to heirs, creating challenges for beneficiaries and conflicts with certain trust strategies.
A strategy that allows investors to make an IRA-to-HSA transfer may be used only once in a lifetime.
Some plan participants may use non-hardship 401(k) withdrawals to invest in individual retirement accounts.
Retirees at age 70½ may direct IRA assets to a charity tax-free under a provision made permanent by Congress.
DOL hears pros and cons of fiduciary rule
The Department of Labor is proposing a new rule for individual retirement accounts that could impact how advisors offer advice and charge fees for IRAs.