Denise Appleby explains how to avoid double taxation of otherwise untracked basis in IRAs, using the Cohan Rule. IRA owners can find themselves paying income
Advisor Retirement Planning Resources
Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
5 Key Facts That Clear up Any Confusion about the New 10-Year Rule for IRA Beneficiaries under the SECURE Act
One of the most significant changes made by the SECURE Act limits the distribution period to 10 years for designated beneficiaries. An example provided by
The IRS issued Notice 2020-50, in which they expanded the definition of a Qualified Individual, for Coronavirus-Related Distribution purposes. A qualified individual is one who
Updated for the SECURE Act Click here to download >> 2020 Employer Plan Comparison Table for Small Businesses (download here) This table provides a comparison
Could “Tontines” Expand the Market for Longevity Insurance? byGal Wettstein IB#18-7 “The brief’s key findings are: Annuities offer one way for retirees to turn savings
The April to June issue of The IRA Authority is now available. Includes: Seasonal tips: Featured article: How to Cherry Pick Assets When performing a Recharacterization
The Center for Retirement Research at Boston College published research report titled : Will Millennials Be Ready for Retirement? Authored by : by Alicia H.