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IRAs
IRS Issues Surprising Guidance on IRA RMD’s
Topics: advocacy, Estate planning, Estate tax, individual tax, IRAs, Retirement planning, RMDs, SECURE Act
Josh Caron Finseca VP Legislative Affairs 4.20.21 On March 25th, the IRS issued Publication 590, an annual release of the tax rules on withdrawing funds from individual retirement accounts. Contained in the publication is guidance that has been interpreted to state that eligible beneficiaries who inherited an IRA after SECURE went into effect would be…
State Auto-IRA Update- Congress Acts to Block DOL Rules Allowing State & Local Government Sponsored Retirement Programs
Topics: DOL, IRAs, Regulation
Automatic IRAs allow employees to make contributions to an IRA run by a state or certain local subdivisions with automatic payroll deductions made and submitted to the state/locality by the employer (“State Auto-IRAs”). In 2016, the DOL issued regulations that provide State Auto-IRAs with a safe harbor exemption from ERISA requirements, while similar, private payroll…
Administration’s FY 2017 Budget – Part II- Targeting Retirement Plans & Savings.
Topics: IRAs, Life insurance products, Qualified Plans, Retirement security, RMDs
The WRMarketplace is created exclusively for AALU members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors. The AALU WRNewswire and…
Thursday, September 3, 2015WRM# 15-33 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take- aways, for AALU members, clients...
Like Goldilocks – Not Too Much, Not Too Little, But Just Right… Balancing IRA Contributions and Distributions in Lifetime Retirement Planning.
Topics: IRAs, Life insurance products, Qualified Plans, RMDs
Thursday, April 9, 2015WRM#15-13 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…
Optimizing Beneficiary Designations for Retirement Plan Benefits.
Topics: IRAs, Life insurance products, Qualified Plans, RMDs
Thursday, March 26, 2015WRM#15-11 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…
Administration’s FY 2016 Budget – Part II: Notable Provisions Relating to Retirement Plans and Savings
Topics: Annuities, Defined contribution plans, DRD, IRAs, Life insurance products, Qualified Plans, RMDs, Tax treatment
Thursday, February 19, 2015WRM#15-06 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…