Qualified Plans News Today

Selecting the right retirement plan can be likened to the art of choosing a fine wine in the lush Napa Valley vineyards. Each variety, whether a Qualified

You also may want to consider a direct charitable contribution in lieu of receiving your required minimum distribution.

AGREEMENT AND GENERAL RELEASE This Agreement and General Release is entered into knowingly and voluntarily by and between Thomas P. Sullivan and Sturm, Ruger & Company, Inc. ....

A reader who is now divorced after being married for more than 45 years reached out to ask the following: "Am I entitled to half of [my ex-husband's] Socia...

While the penalty for a missed RMD has been reduced from 50% to 25% (and possibly 10%), it shouldn’t alter your approach for taking timely RMDs.

Last week, we discussed the reduction of the excise tax (penalty) for failure to take a required minimum distribution, or RMD, from 50% of the minimum amount not distributed to

If you are a regular reader, you’ll know that when I discuss IRAs or 401(k)s or taxes generally, I’ll remind you that you need to review your situation with your

Last week, we discussed the reduction of the excise tax (penalty) for failure to take a required minimum distribution, or RMD, from 50% of the minimum amou...

SAN JOSE, Calif.--(BUSINESS WIRE)--Aug 21, 2023--

Retirement on Hold