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exclusives
Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
September 20, 2019
exclusives
Stretch IRA’s Disappearance Demands Trust Adjustments
“There is a lot of work that some clients should do right away—it’s actually imperative to address these issues in a timely fashion,” warns Jamie Hopkins at Carson Group.
January 13, 2020
exclusives
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act, advocates say. At present, one roadblock seems to the law’s treatment of “stretch IRAs.”
August 14, 2019
Compliance
Settlement Agreement Reached in Northrop Grumman 401(k) Case
Fund mismanagement, excessive recordkeeping fees and improper fees to Financial Engines were among allegations in the original complaint.
January 14, 2020
exclusives
Adviser Managed Accounts. A Good Fit?
The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment adviser.
January 16, 2020
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