New Rules for Inherited Traditional IRA Distributions

Category Archives: Financial Planning

New Rules for Inherited Traditional IRA Distributions

The rules for IRAs inherited after 2020 changed when Congress passed the Secure Act in 2019. The new rules eliminated the opportunity for non-spousal beneficiaries to “stretch” inherited IRA earnings over their own lifetime. Up until this year, required minimum … Continue reading

Posted in Blog, Financial Planning |

Ideas for Small Business Succession Planning

It can be hard to build up your own business, but it can be harder to sell it for what it’s worth. In fact, only around three in 10 family-owned businesses survive for the next generation. Whether family-owned or in … Continue reading

Posted in Blog, Financial Planning |
 

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