Jul 26, 2022 | Spin on Spending |
Quick question: Would you prefer to inherit—1. A $200,000 portfolio of stocks and bonds, or 2. A $200,000 IRA invested in the same stocks and bonds? All things being equal, the IRA should be your second choice since it comes with an income tax obligation. Most...
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Apr 21, 2020 | Spin on Spending |
In December of 2019, the Secure Act substantially changed the Required Minimum Distribution (RMD) rules. On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted, which significantly modified those provisions, as well as adding...
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