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IRA

SECURE Act 2.0: What You Need to Know About the Latest Retirement Planning Rules

November 24, 2023

Timothy Rice

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act), passed by Congress and…

Use caution when creating an IRA inheritance trust

July 26, 2019

Timothy Rice

When you hold an IRA, those funds can be distributed to the person you name…

Bank Accounts are Not Wills

December 2, 2016

Timothy Rice

It seems that some people are allergic to the thought of estate planning and creating…

What you need to know about required distributions from your IRA or 401(k)

August 5, 2016

Timothy Rice

The oldest of America’s 75 million baby boomers are turning 70 this year. That means…

Charitable donations from your IRA could save taxes

June 17, 2016

Timothy Rice

Congress has revived a law that lets you make charitable donations directly from your IRA,…