Social Security Solvency by the Numbers
Social Security Solvency by the Numbers You are Here: Education Center » Industry News & Articles There is a classic model used to describe the financial support that Americans rely on for their retirement security. It is the three-legged stool. The legs of this stool...New 10-Year Rule for Beneficiaries Comes with New Considerations
By Ascensus | May 21, 2020Do all nonspouse beneficiaries have to use the 10-year rule? Are there benefits to the 10-year rule? Are there any special distinctions about the 10-year rule to be aware of? SOURCE Ascensus FULL ARTICLE: New 10- Year Rule for Beneficiaries...
IRS Q&As Provide More Information on CARES Act Provisions
By Ascensus | May 21, 2020Earlier this month, the IRS issued guidance in question-and-answer format on the special IRA and retirement plan relief granted in the CARES Act. The guidance summarizes the special relief to IRA owners and retirement plan participants and,...