IRS Finally Issues Secure Act RMD Regulations
Episode 168 – After more than 2 years, the IRS has finally gotten around to issuing proposed RMD regulations related to the Secure Act. And there are a few surprises.
New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept
New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept Podcast: Play in new window | Download (Duration: 6:08 — 5.7MB)Subscribe: Apple Podcasts | Android | Email | Google Podcasts | Stitcher | TuneIn | Spotify | RSS | More Episode 77 –...
Estate Planning for 2020 and Beyond
Episode 56 – The SECURE Act and final anti-clawback regulations impact estate planning for wealthier individuals. The Stretch IRA is eliminated, and there will be no clawback of the basic estate and gift tax exclusion amount. Here are some things you need to know and potential solutions. Learn more in today’s podcast.