We offer articles, links and resources for your convenience; however, we do not endorse the provider and assume no responsibility for the content, policies, products, services, or any other aspects maintained by them.​

  • Understanding the IRS Final Regulations

    I understand these changes involve a lot of acronyms and might seem complicated. While I can’t simplify the legislation itself, I’ll break down these complex regulations into more straightforward terms, starting with explaining who is a Designated Beneficiary (DB) and how they are impacted by the final RMD regulations.  A DB Explained  A DB is any…

    Read More