
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.
A taxpayer may qualify for “ten-year averaging” when they receive a lump-sum distribution (LSD) from a qualified plan.
While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...
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.
There are some potential advantages for wealthy retirees, but they don’t come without potential trade-offs.