Tag: Withdrawals

We Want to Draft Your Legacy

RMD Formula Changes for First Time in 20 Years

July 14, 2022
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
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When are You Required to File a Gift Tax Return?

May 5, 2022
When do you need to file a gift tax return? The IRS wants to know how much you are gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes.
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Is It Better to Inherit Stock or Cash?

January 12, 2022
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
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What Is the Best Thing to Do with an Inherited IRA?

October 12, 2021
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
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Roth IRA has a 5-Year Rule

April 8, 2021
Established in 1997, the Roth individual retirement account has long been a favored option for retirement savings, due to its promise of tax-free withdrawals in retirement.
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