2020 RMD Waiver: Rollover Guidance Received
2020 RMD Waiver: Rollover Guidance Received You are Here: Education Center » Industry News & Articles The IRS recently provided more guidance on the 2020 required minimum distribution (RMD) waiver. The long-awaited guidance—Notice 2020-51—grants relief for those IRA...
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...