A new law killed the “stretch IRA” strategy for nonspouse heirs, but it spawned another opportunity to aid some beneficiaries.
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When One IRA Window Closed, Another Opened
Tag Archives: Individual Retirement Accounts
‘Stretch IRAs’ Snap Back
Just in time for the new year, Congress moves to change IRA rules to make “stretch IRAs” considerably less flexible.
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A Retirement Planning Opportunity Goes Away
The new tax law strips taxpayers of a rare opportunity to get a do-over.
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States Press Ahead With New Retirement Mandates
Although Congress has taken away regulatory protection, states still plan to roll out new private-sector retirement plans.
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Navigating Around An Inherited IRA Pitfall
Your heirs could lose the benefit of the big IRA you amassed, unless you plan around an unfavorable Supreme Court decision.
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IRA Owners: Watch This Under-The-Radar Case
Not all important cases are sexy. Example: SCOTUS will decide whether inherited IRAs are protected in bankruptcy.
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A Looming Deadline For Retirement Accounts
If you took a mandatory retirement distribution early in 2020, a special opportunity to put it back expires Monday.
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