Tag: Retirement planning

April 20, 2021 Finseca Policy

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…

Retirement planning

Ways & means committee passes bipartisan improvements to retirement system

DOL fiduciary rule prohibited transactions exemptions update

IRS Issues Surprising Guidance on IRA RMD’s

Analysis of the Securing a Strong Retirement Act introduced in the House of Oct 27, 2020(opens new window)