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Tag: RMD

Top advisor questions from our SECURE 2.0 webinar
Retirement/Income

Top advisor questions from our SECURE 2.0 webinar

Tax credits for start-up retirement plans, Roth strategies and easing rules around RMDs were among the top advisor questions about SECURE 2.0.

SECURE 2.0 key provisions to impact planning
Retirement/Income

SECURE 2.0 key provisions to impact planning

The SECURE 2.0 Act seeks to enhance retirement savings and will likely impact a variety of retirement planning and tax strategies.

SECURE 2.0 closes in on the finish line
Retirement/Income

SECURE 2.0 closes in on the finish line

SECURE 2.0 garnered significant bipartisan support in Congress and expands on the goals of the 2019 bill to help people save more for retirement.

Five year-end planning ideas for retirement savings
Retirement/Income Taxes

Five year-end planning ideas for retirement savings

Year-end is an opportune time to review retirement savings plans and determine if any adjustments are needed.

Year-end planning ideas to lighten the tax burden
Taxes

Year-end planning ideas to lighten the tax burden

As year-end approaches, taxpayers may consider strategies to try to hedge the risk of higher taxes and mitigate the tax burden.

Looking beyond the basics of RMDs
Retirement/Income

Looking beyond the basics of RMDs

While many retirees know the basics of RMDs there are many aspects of the process that may not be fully understood.

How to be smart about taxes in the year ahead
Taxes

How to be smart about taxes in the year ahead

With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.

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.

RMD waiver expanded for all investors in 2020
Taxes

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.

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