![New Infographic – How IRS Notice 2024-35 Affects Beneficiaries](https://trustprovident.com/wp-content/uploads/image.jpg)
![New Infographic – How IRS Notice 2024-35 Affects Beneficiaries](https://trustprovident.com/wp-content/uploads/image.jpg)
![529 Plan-to-Roth IRA Rollovers](https://trustprovident.com/wp-content/uploads/charles-deloye-2RouMSg9Rnw-unsplash-1080x675.jpg)
529 Plan-to-Roth IRA Rollovers
I’ve heard that there’s a new option for savings in 529 plans to be rolled over to an IRA. Is this true? The SECURE Act of 2022—also known as SECURE 2.0—made many changes to tax-advantaged savings arrangements. Not all SECURE 2.0 provisions took effect immediately....![IRS Provides Further RMD Transition Relief Under the SECURE Act](https://trustprovident.com/wp-content/uploads/elijah-mears-E94nZORR5qc-unsplash-1080x675.jpg)
IRS Provides Further RMD Transition Relief Under the SECURE Act
On April 16, 2024, the IRS issued Notice 2024-35 to provide additional transition relief for certain specified RMDs for 2024. Specified RMDs for 2024 This guidance is similar to relief announced for previous specified periods under IRS Notice 2022-53 and Notice...![Naming a Trust as IRA Beneficiary](https://trustprovident.com/wp-content/uploads/pic1.jpg)
Naming a Trust as IRA Beneficiary
Are you considering naming a trust as your IRA beneficiary? Here are 5 things to know beforehand. Naming a trust your IRA beneficiary is much less common than naming one or more persons, but it is not altogether rare. Unlike a will—which essentially only identifies...![IRS Issues Proposed Long-Term, Part-Time Regulations](https://trustprovident.com/wp-content/uploads/622899-PTG-Q4-Statement-Insert-Image-1080x675.jpg)