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Post-death Distributions of IRAs to Heirs Don't Work the Way You Thought

Post-death Distributions of IRAs to Heirs Don't Work the Way You Thought

The IRS recently released IRS Publication 590-B, which explains how the SECURE Act rules would work for post-death distributions to IRA beneficiaries. And the rules are not what anyone thought they would be, Bill Harris, CFP, RMA, the co-founder of WH Cornerstone Investments, said in this Retirement Daily video.

Ask the Hammer: Jeffrey Levine of Buckingham Wealth Partners answers Retirement Daily reader questions.

Ask the Hammer: How Does Unemployment Compensation Affect the Calculation of Taxable Social Security Benefits?

Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video how unemployment compensation affects the calculation of taxable Social Security benefits.

Are You on Track for a Big Tax Bill in Retirement?

How President Biden's Tax Proposals Could Affect Your Retirement Plan

Adviser Danielle Harrison outlines how one of President Biden's campaign tax proposals could affect you and your retirement planning.