Episode 22: The Best Account to Inherit - Congress's Gift to Us In the realm of personal finance, few topics generate as much discussion and intrigue as the accounts we use to save for retirement and pass on our legacies to future generations. Episode 22 of our financial podcast series...
Final Guidelines from IRS on Secure Act 2.0 Inherited IRA Rules The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) of 2019 was a landmark piece of legislation that made significant changes to how retirement savings are treated in the United States. With the...
What to Do with Inherited IRA Required Minimum Distribution: A Guide by Christy Capital Management Inheritance often comes with a financial legacy, and for many, an inherited IRA is a significant part of that. When you inherit an Individual retirement account (IRA), it’s important to...
ADMAIL 156: Tax-Deductible Contributions, Inherited IRAs, and Bankruptcy | Client Q&A Welcome to ADMAIL 156, where we tackle your pressing financial questions and provide insights into tax strategies, investment vehicles like inherited IRAs, and the intricacies of bankruptcy. In this...
Ways to Maximize Your Legacy: How to Leave Money to Your Heirs Planning for your legacy is one of the most important financial decisions you will ever make. It’s not just about how much money you will leave behind, but also how you can ensure that your wealth has a lasting impact on your...
