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Showing posts with the label IRAbeneficiaryrules

Discussing Retirement: 4 Essential Topics for Couples to Address

Today we're talking about retirement topics to talk with your spouse about. We'll cover the spousal IRA, beneficiaries and how the SECURE ACT changes things in that respect. We'll also talk about other tax considerations you may want to talk with your spouse about so you both enjoy the retirement you envisioned. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: www.JazzWealth.com --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA 4 Retirement Topics to Talk with Your Spouse About Retirement is a significant milestone in life tha...

IRS Issues New RMD Rules & Mailbag

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss a new notice issued by the IRS on Friday, October 7, 2022 clarifying the required minimum distribution (RMD) rules for certain IRA beneficiaries. If you inherited an IRA as a "non-eligible designated beneficiary," you may have been required to start taking RMDs. Failure to take the full RMD would lead to stiff penalties. This IRS notice waives the penalties for missed RMDs for 2021 and 2022. Mr. Bergman will discuss how it may affect you and the benefits the notice provides. Further, Adam will dip into the mailbag and answer questions he has received recently about self-directed retirement accounts. Join us LIVE on Thursday, October 13th at 12PM EDT! -- Download a PDF version of IRS Notice 2022-53: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he...