SECURE Act 2.0: What You Need to Know About the Latest Retirement Planning RulesNovember 24, 2023Team TREELThe Setting Every Community Up for Retirement Enhancement Act (SECURE Act), passed by Congress and…Read More
Use caution when creating an IRA inheritance trustJuly 26, 2019Timothy RiceWhen you hold an IRA, those funds can be distributed to the person you name…Read More
Bank Accounts are Not WillsDecember 2, 2016Timothy RiceIt seems that some people are allergic to the thought of estate planning and creating…Read More
What you need to know about required distributions from your IRA or 401(k)August 5, 2016Timothy RiceThe oldest of America’s 75 million baby boomers are turning 70 this year. That means…Read More
Charitable donations from your IRA could save taxesJune 17, 2016Timothy RiceCongress has revived a law that lets you make charitable donations directly from your IRA,…Read More