June 30, 2020
Marc Scavo photo

The CARES Act and 2020 Required Minimum Distributions

ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]
April 28, 2020

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
April 6, 2020

COVID-19 Tax Update: Deadlines Extended and More

In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]
February 11, 2020

The SECURE Act: A Few Things You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
February 10, 2020

IRA Required Minimum Distributions: The Basics for 2020

This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
August 14, 2019

Stretch IRAs: Here to Stay or Going Away?

Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]
June 10, 2018

Over Age 70 1/2? Consider a QCD for your IRA RMD

IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
May 15, 2016

Qualified Charitable Distributions—What’s the Fuss? Funding Charitable Gifts from an IRA via the QCD

The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 […]