Reduce the Stress of Asset Transfers?
July 15, 2021
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
Downs Law Firm, P.C.
Stretch IRA
How Does an Inherited IRA or 401(k) Work?
May 5, 2021
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
My Estate is Beneficiary of My IRA
March 30, 2021
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
A Charitable Way to Stretch a Large IRA
March 3, 2021
Charitable remainder trusts give you more options and more control on how your heirs inherit, now that the “stretch” IRA is a thing of the past.
Options to Stretch Out IRA Distributions
November 24, 2020
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Benefiting from the SECURE Act and CARES Act
June 30, 2020
There have been several law changes that affect IRAs passed since December 2019.
Secure Act Passes So Revisit IRA Planning
December 26, 2019
The Secure Act will force faster withdrawals from Inherited IRA Accounts.
Ignoring Beneficiary Designations Is a Risky Business
October 7, 2019
We are programmed to contribute the “max” to our retirement accounts, but we disregard, or do not understand, the pitfalls of improperly filled-out beneficiary forms.
Why the Secure Act May Make Your Retirement Less Secure
August 8, 2019
The Secure Act would upend 20 years of retirement planning and stick it to the middle class.
Stretch IRA May be Disappearing Soon
July 10, 2019
If Congress gets its way, you’re going to lose the opportunity to help your children build wealth, and at the same time, they could end up in higher tax brackets for years.
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