by Kenny | Sep 28, 2020 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Gradually, the IRS is clarifying sections of the SECURE Act that require further guidance. In Notice 2020-68, released September 2, the IRS addressed a number of items in a Q&A format. For example, “Is a financial institution... by Kenny | Sep 26, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Section 2202 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), enacted on March 27, 2020, provides for special distribution options and rollover rules for retirement plans and IRAs and expands permissible loans from certain retirement plans. Q1.... by Kenny | Sep 17, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
As the Coronavirus has spread in communities around the country, Americans are becoming increasingly concerned about the impact of the virus on jobs, the economy and their own financial security – but most importantly about the health and safety of their loved ones.... by Kenny | Sep 11, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
COVID-19 has shaken America and the world, causing widespread social and economic upheaval. The most obvious and distressing cost is the tens of thousands of lives lost to the pandemic, but attendant costs range from shuttered businesses to an unprecedented hole in... by Kenny | Sep 10, 2020 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Question: Does the SECURE Act have any implication to Roth IRA account inheritance longevity? Please let me know. Thank you. Regards, Vikram Answer: Hi Vikram, The SECURE Act does affect inherited Roth IRAs in the...