Post
Of all the many provisions in the SECURE 2.0 Act, none has been more perplexing than Section 327, which changed the rules for spouse beneficiaries. It has been hard to figure out what Congress intended in drafting section 327. The legislative history is scant.
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Forum
Client gifted 80k to one son (not married at the time) to buy a home in 2020. Didn’t file any...
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Forum
Hello, There is a 403b held with TIAA. The 403b is twice inherited. Mom passed away…..left to her...
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Forum
Hello, There is a 403b held with TIAA. The 403b is twice inherited. Mom passed away…..left to her husband…..the...
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Forum
Hello, I have the following scenario that I would like to get some feedback on: A client passed away in...
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Post
Trapped. For two nights in July, I slept on the floor at Atlanta Hartsfield International Airport - a victim of the mass Delta computer outage. Booking a hotel after midnight (when the final cancellation hit) was not worth the commute or early morning TSA re-entry trouble.
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Forum
How much time does an employee have to get enrolled into 403 b after the start of employment? Can the...
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Forum
I am the sole primary beneficiary of my husbands traditional IRA. He passed away in 2023 at the age of...
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Newsroom
Financial advisors are well aware of the tax rules that affect retirement withdrawals, required minimum distributions, Roth conversions and rollovers. Clients, though, can often make major wealth-killing mistakes when managing their retirement savings.
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SSA Newsletter Beware of WEP/GPO Outliers
- Pension Plus
- Simultaneous Entitlement
- Lump Sum Beware
- Payments from Primary Retirement Plans and Optional Savings Plans
- A Dependent Spouse’s Early Claim Can Lead to Long-Term Cash Flow Deficiencies
- Survivor Step-Up
- Spousal Dependency Beware
- The Quasi-Dependent Spouse
Executive Summary
Advisor Mailbag
GUEST EXPERT:
Annette Hammortree CLTC,
