Month: March 2022
NEW IRA Proposed Regulations…Timing of Distributions over 10 Years is NOT what Most Practitioners Believed!
The recent proposed regulations ("regulations") of the SECURE Act issued on February 23, 2022 surprised the tax community with rules regarding the 10 year distribution rule for beneficiaries, pleased the tax community by providing examples for determining whether...
Protecting your financial interests in case of incapacitation
One of the primary benefits of planning for the future is taking steps that will allow you to decide what will happen to your money and assets in the future. Through a will and other estate planning tools, you can have a measure of control over the distribution of...