Episode 292 – Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan.
Episode 242 – IRS provides additional relief to individuals who inherited traditional IRAs in 2020 or after and failed to take RMDs, and to those who mistakenly took RMDs in 2023 when they didn’t have to.
Episode 229 – Individuals and charities have been adversely affected by post-pandemic circumstances. We can help charitably inclined individuals meet philanthropic goals without sacrificing personal financial security.
Episode 223 – Confusion for IRA owners turning age 72 in 2023? The IRS provides clarification and reminds IRA owners that individuals turning age 72 in 2023 are not required to take required minimum distributions.
Episode 221 – Several states are seeking to do what the federal government has failed to do thus far, and that is to increase taxes on the wealthy and high-income earners.