Category: RMDs

Managing an Inherited Retirement Account

So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.

May 5, 2021

Qualified Charitable Distributions are a Tool

Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.

April 13, 2021

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Information in our blogs is very general in nature and should not be acted upon without first consulting with an attorney. Please feel free to contact Texas Trust Law to schedule a complimentary consultation.

Category: RMDs

Managing an Inherited Retirement Account

Qualified Charitable Distributions are a Tool

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