Tag: Traditional

We Want to Draft Your Legacy

Mega-IRAs Could Be a Source for New Public Policies

October 4, 2021
Congressional Democrats are weighing a new type of required distribution from individual retirement accounts, based on the account value instead of age, according to a discussion list of policy ideas obtained by CNBC.
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What COVID-19 Does to Roth Conversions

August 13, 2020
Has the Covid-19 stock market volatility caused your retirement accounts to decline? Will the temporary suspension of required minimum distributions (RMD) or a reduction in your compensation lower your 2020 tax liability?
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