Update on Post-Death Distributions from Inherited IRAs and Retirement Plans
By Ashley G. White, JD, CPA The SECURE Act of 2019 was signed into law late in 2019 and largely overhauled the existing rules regarding…
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Dec 13, 2022
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Tag: SECURE Act
Dec 16, 2020
Top Year-End Tax Planning Tip #3: Retirement Planning in Light of the SECURE and CARES Acts
2020 presents unique opportunities for tax planning with regards to your retirement accounts. The SECURE Act…
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Dec 30, 2019
New Legislation That May Impact Your 2019 Year-End Tax Planning
In the days before going on recess for the holidays, Congress pushed through significant tax legislation as part of the year-end spending bill. As you…
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