Now non-nuclear family or friends who are more than 10 years younger than the decedent and in good health are never eligible for stretch provisions and must distribute the whole balance over 10 years.| Marotta On Money
Archive : Trusts, Foundations, and Endowments| Marotta On Money
Archive : Retirement Accounts (IRA, 401k, etc.)| Marotta On Money
On May 23, 2019, the House passed the Setting Every Community Up for Retirement Enhancement Act of 2019 with a vote of 417 Yeas and 3 Nays. It is on its way to the Senate.| Marotta On Money
Archive : Required Minimum Distributions| Marotta On Money
There is unique tax planning involved though when an age 70 1/2 IRA owner was younger than the beneficiary.| Marotta On Money
While you may think that the account owner needs to stay the same, you can easily change the account owner.| Marotta On Money
