Secure Act 2.0
Your IRA Is About to Get Even Better! The House of Representatives just passed the Secure Act 2.0. While the Senate has not yet voted, the non-partisan support in the […]
Required Minimum Distribution
When Must Your IRA Beneficiary Take Their Distribution?
There are three classes of IRA and 401(k) beneficiaries. Eligible Designated Beneficiaries These can be spouses, minor children, disabled or chronically ill, any person within 10 years of age of the
When Must Your IRA Beneficiary Take Their Distribution? Read More »
Donations to Your Church
Can my Traditional IRA make a donation to my church to satisfy the RMD? Yes, and we can take this even further. This method of making a charitable contribution to satisfy your Required
Donations to Your Church Read More »
Required Minimum Distribution Guidelines for 2021
What’s New for RMDs? If you have a Traditional IRA or Traditional 401(k), you are required to start drawing Required Minimum Distributions (RMD) the year you reach age 72. To
Required Minimum Distribution Guidelines for 2021 Read More »
