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Wealth Management Update - February 2023 | Proskauer Rose LLP

February 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February applicable federal rate. ....

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WealthStack Roundup: New from Orion, TIFIN, Morningstar, eMoney

This week, Orion announced they were making it easier for those in need of free financial planning to find help. ....

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SECURE 2.0 Act of 2022 - What it Means for Retirement Plan Distribution Rules | Murtha Cullina

The SECURE 2.0 Act of 2022 (“SECURE 2.0”) was enacted on December 29, 2022, as Division T of the Consolidated Appropriations Act, 2023, the U.S. federal government’s spending bill for. ....

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Curious About a QLAC? SECURE 2.0 Gives This Annuity a Boost

Amount you can transfer from your rollover IRA to a qualifying longevity annuity contract (QLAC) rises, reducing RMDs and increasing guaranteed lifetime income. ....

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The New SECURE Act 2.0 and What it Means

The Biden administration takes a second bite at the retirement apple with the SECURE Act 2.0 ....

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