How to take advantage of ’10-Year Averaging’ in New Retirement Tax Rules
A taxpayer may qualify for “ten-year averaging” when they receive a lump-sum distribution (LSD) from a qualified plan.
retirement savings
From RMDs to Student Debt, SECURE 2.0 Offers a Lot
While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...
New Law Boosts Catch-Up Retirement Contributions
New legislation dubbed “SECURE Act 2.0,” a follow-up to the 2019 SECURE Act, provides several enhancements, on top of inflation indexing already in place for certain plans.
New Retirement Rule Delaying Withdrawals Could Bite
There are some potential advantages for wealthy retirees, but they don’t come without potential trade-offs.