Five planning strategies for volatile markets
Volatile markets can present certain financial planning opportunities.
Tag: SECURE Act
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.
Trust strategies rattled by SECURE Act
The SECURE Act recast the rules for leaving retirement assets to heirs, creating challenges for beneficiaries and conflicts with certain trust strategies.
The dawn of a new 10-year rule for IRAs
The SECURE Act became law in December and introduced many changes to retirement accounts, including a new 10-year rule for IRAs signaling the repeal of the stretch IRA strategy.
The kiddie tax changes, again
The recently-passed SECURE Act provides for many changes to retirement accounts as well as changes to some tax-related items such as the kiddie tax.