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Relief from catch-up requirements: More money for charitable giving?

Kids running in the fall.

Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the end of 2022, SECURE 2.0 is 130 pages long; overall, its purpose is to encourage more retirement savings through vehicles like employer-sponsored 401(k) plans. Lately, the buzz around SECURE 2.0 has been focused on a […]

Rethinking inherited IRAs

Family in park

As you build your estate plan and consider how to provide for your adult children, keep in mind that naming children as the beneficiary of an IRA or other qualified plan probably is not something that should be automatic. For starters, if you are charitably minded and have other assets, such as highly appreciated stock, […]