Watch this short video to learn what employees are concerned about when considering retirement, and how medical practice owners can address those concerns.
SMRU 1881946 | Exp. 7/31/21
The SECURE Act changed the rules for distributions from most non-spousal inherited IRAs and eliminated the “stretch IRA” that allowed some beneficiaries to spread distributions out over their lifetimes. This article reviews suggested strategies that owners of large IRAs might use under the SECURE Act to maximize the wealth that can be accumulated from their IRAs for their families, including CRTs, multi-generational accumulation trusts, IRC Section 678 trusts, ING trusts, life insurance and Roth IRA conversions.
SMRU 1872522 | Exp 12/31/2021
Converting a traditional IRA to a Roth IRA can offer certain economic advantages, depending on a variety of factors. Read this article to learn more about the issues you’ll want to consider if you’re contemplating converting your own traditional IRA.
Consolidating retirement accounts is one way to better manage assets and track progress toward retirement goals. Know what issues to evaluate before you get started, to help avoid costly mistakes.