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Tag: required minimum distributions

Important estate planning moves before year-end
Estate and Wealth Transfer

Important estate planning moves before year-end

Estate planning is an important part of year-end planning as taxpayers seek to manage the distribution of assets as and meet any state tax requirements.

Age milestones can trigger financial planning
Retirement/Income

Age milestones can trigger financial planning

Reaching certain age milestones can be significant for many different reasons, including financial planning.

SECURE 2.0 clears a key hurdle
Retirement/Income

SECURE 2.0 clears a key hurdle

The House passed SECURE 2.0 that expands on landmark retirement legislation enacted in 2019.

Retirees may keep more savings under new guidelines
Retirement/Income

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.

More clarity on Secure 2.0 retirement bill
Retirement/Income

More clarity on Secure 2.0 retirement bill

A new retirement bill, known as Secure 2.0, recently passed a key House committee and will be considered by the full House at some point.

Five key changes proposed by Secure Act 2.0
Retirement/Income

Five key changes proposed by Secure Act 2.0

The House last week introduced a bipartisan bill, known as Secure Act 2.0, to expand retirement plan participation and savings.

New rule under SECURE Act blocks tax abuses using QCDs
Retirement/Income

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.

Now’s the time to review and act on retirement accounts
Retirement/Income

Now’s the time to review and act on retirement accounts

With different tax rules and penalties for forgotten distributions, it’s important to review retirement accounts before the end of the year.

Provision to make tax-free donations using an IRA is permanent
Taxes

Provision to make tax-free donations using an IRA is permanent

Retirees at age 70½ may direct IRA assets to a charity tax-free under a provision made permanent by Congress.

Tax-smart planning strategies for year-end
Taxes

Tax-smart planning strategies for year-end

Consider strategies like gifting and required minimum distributions in year-end planning.

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