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After-Death Required Minimum Distribution Rules After the SECURE Act

Read our print-friendly PDF version  Situation: The demise of stretch distribution is here! So, what should financial professionals be doing now? At a minimum you need to understand how the RMD rules work today so you will be in a position to discuss the impact changes will make on your clients’ plans. Unlike the lifetime […]

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Goodbye Stretch, Hello Life Insurance

Read our print-friendly PDF version  The general rule of thumb in the past for retirement savings was to use qualified plans to lower one’s current tax obligation, defer them in the present, and withdraw them in the future at a lower rate. A key benefit was that if the funds were not totally withdrawn before […]

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The SECURE Act

Read our print-friendly PDF version  The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed by President Trump in December 2019 and became law as of Jan. 1, 2020. The new legislation brings changes for long-term retirement savings and affects Americans at every age. It also presents several opportunities for financial professionals. This […]

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