IRS Grants Broad And Surprising Rollover Relief To All Who Took 2020 RMDs From IRAs & 401(k)sAnybody who took a required minimum distribution from a retirement account in 2020 should take a look at new IRS guidance that says those who took a 2020 RMD can roll the money back into a retirement …
Articles
5 Things a Top Life Executive Is Seeing Now, Through the COVID-19 Haze
5 Things a Top Life Executive Is Seeing Now, Through the COVID-19 Haze Matt Berman is responsible for helping people get covered against the risk of premature death, at a time when COVID-19 appears to be increasing the risk of premature death. Berman is the chief distribution officer of the …
Top 10 Estate Planning Tips in a Time of Coronavirus
Top 10 Estate Planning Tips in a Time of CoronavirusThe COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some tips to help you along the way.It has arrived: the unexpected, potentially life-threatening …
Why Life Settlements Are Becoming A Mainstream Financial Option
Why Life Settlements Are Becoming A Mainstream Financial OptionAmericans are living longer than ever before. This is great news for those who can afford it, but bad news if you’re a baby boomer facing mounting debt and dwindling savings.The Stanford Center for Longevity reports that baby boomers …
New HSA Account Rules
New HSA Account Rules Health savings accounts have always offered a valuable triple tax break: Your contributions are tax-deductible (or pretax if through your employer), the money grows tax-deferred and you can withdraw it tax-free for eligible medical expenses at any time. And recent changes to …