Utilizing the SECURE and CARES Acts?
There have been several law changes that affect IRAs passed since December 2019.
June 24, 2020
Incorrect Beneficiary Designations are Trouble for Heirs
Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.
May 27, 2020
Coronavirus Stimulus allows Retirees to withdraw Money early
Lawmakers in Washington are making it easier for Americans struggling with the fallout from the coronavirus to draw on the trillions of dollars in their 401(k)s and other retirement accounts.
May 4, 2020
Update Your Plan to Protect Spouse and Children
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that your grief is compounded with financial stress.
April 22, 2020