IRAs
SECURE Act considerations
Under the new SECURE Act, effective January 1, 2020, various IRA and qualified plan rules, long applicable to planning, have changed. First,…
Remember the new IRA qualified charitable deduction option
The revamped and current qualified charitable distribution option under tax law allows people over age 70½ to transfer up to $100,000 a…
Cromnibus extends IRA charitable deduction options
Late Tuesday, the Senate finally voted to extend a package of temporary tax breaks through the rest of the year. Already passed…
Shielding Inherited IRAs from Creditors
In a recent WSJ Wealth Advisor article, Arden Dale discusses techniques used for protection of inherited IRAs. Since several state courts have ruled…
Rule allowing tax-free IRA distributions of up to $100,000 if donated to charity, is retroactively extended through 2013
Rule allowing tax-free IRA distributions of up to $100,000 if donated to charity, is retroactively extended through 2013 Did you happen to…
Should older givers wait to make charitable donations until after the election?
A recent Wall Street Journal article, http://professional.wsj.com/article/SB10000872396390444450004578002112287693002.html?mg=reno-wsj, notes that there is banter in D.C. about reviving the tax rule that allowed taxpayers over…
