Don’t Qualify for Cornavirus-Related Distributions? There’s Always 72(t)
There are two strategies you can use to avoid the 10% premature distribution penalty: Coronavirus-Related Distributions and 72(t). Continue Reading
Don’t Leave 50% of Your Spouse or Ex-Spouse’s Social Security Benefits on the Table
Many individuals are unaware of one of the most overlooked Social Security strategies to enhance their lifetime benefits. Continue Reading
Coronavirus Provides New Impetus for Probate Avoidance Planning
Nothing is immune from the far-reaching tentacles of the coronavirus pandemic. One of the problems that can occur when a loved one passes has been exacerbated. The good news is that it can be avoided with proper planning. Continue Reading
Contribute Your 2020 RMD to a Roth IRA
Although you can rollover, or return, your 2020 IRA and other retirement plan February 1st to May 15th distributions as a result of the 2020 waiver of RMDs, there’s another strategy that you can use to reduce future years’ income tax liability and optimize lifetime after-tax distributions for you and your heirs. Continue Reading
2020 Required Minimum Distributions Waived
Use the CARES Act waiver of 2020 required minimum distributions as an opportunity to optimize your retirement income plan. Continue Reading
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