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RMDs

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…

Fundamentals of Required Minimum Distributions – 7 Things You Must Know.

Topics: Qualified Plans, RMDs

To ensure that qualified plans and IRAs are used for their intended purpose of funding retirement income, and not as estate planning tools, the Code provides that plan participants, IRA holders, and beneficiaries take required minimum distributions (“RMDs”) when the participant or IRA holder reaches a certain age or after he or she dies. Failure...

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…

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.…

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