Life insurance products have the potential to generate income tax-free internal rates of return on top of immediate liquidity to beneficiaries. These articles provide investors with a deeper understanding of life insurance as an investing tool.
The SECURE Act changed some of the rules for inherited IRAs. It is important to understand these rules so that you can be Tax Savvy and Income Maximized in retirement. As a member of Ed Slott’s Master Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning. By Andy Ives, CFP®, AIF® IRA Analyst Each week, the Ed Slott team answers [...]
As a member of Ed Slott’s Master Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning. By Sarah Brenner, JD Director of Retirement Education Question: Can an RMD from an inherited IRA be taken out of your own traditional IRA? Jack Answer: Hi Jack, Aggregation of required minimum distributions (RMDs) can be complicated and we get a lot of questions [...]