Who Benefits From Raising the RMD Age Under Secure Act 2.0?
By Robert Bloink | William H. ByrnesThis and increasing catch-up contributions, another EARN Act provision, would primarily help the wealthy, critics say.
June 28, 2022
Crypto's Crash Isn't Just About CryptoYes, crypto prices are down, but those pointing at Bitcoin's volatility should look at what's happened to stocks.
June 23, 2022
Debate: What If Roth IRAs Had Lifetime RMDs, Too?Two professors discuss a proposal to harmonize the RMD rules for Roth and traditional IRAs.
June 23, 2022
Can You Avoid the 5-Year Inherited IRA Distribution Trap?Some clients may not know which distribution period applies to them when they inherit an account.
June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 16, 2022
Can This Annuity Rider Help Your Client Through Rough Markets?A GLWB allows clients to remain invested in the market while locking in a guaranteed retirement income stream.
June 10, 2022
Debate: Should the Tax Break on Small-Business Stock Be Scaled Back?Two professors discuss cutting the capital gains tax exclusion from 100% to 50% for high-income taxpayers.
June 10, 2022
Can a Reverse Rollover Reduce Your Client's Tax Bill?A reverse-rollover strategy can allow clients to minimize taxes on Roth conversions or avoid RMDs.