by lindapowell | Mar 10, 2021 | Articles, In The News
Do you know what has changed for IRA beneficiaries? New inherited IRA rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement...
by lindapowell | Dec 23, 2020 | Articles, Newsletters
https://conta.cc/3oNo09k
by lindapowell | Dec 8, 2020 | Articles, In The News, Uncategorized
Numbers to know for the new year On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary...
by lindapowell | Nov 17, 2020 | Articles, Newsletters
https://conta.cc/3lG4Jp2
by lindapowell | Aug 12, 2020 | Articles, In The News
It’s almost here – some important facts and a date to remember Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions...
