Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Tag Archives: IRAs and Taxes

The SECURE Act Puts Roth Accounts Front And Center In Retirement Plans

The SECURE Act’s pushback for the start of RMDs to age 72 opens the Roth conversion wider. High taxes forced by the new ten-year distribution requirement can cut inherited tax-deferred IRA accounts in half. Setting up an accumulation trust as the beneficiary of a Roth account can create a tax-efficient trust that could last for […]