Archive - August 2020

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Inherit an IRA? Don’t forget to name a beneficiary!
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IRS Clarifies COVID-19 Relief Measures for Retirement Savers

Inherit an IRA? Don’t forget to name a beneficiary!

If you’ve inherited an IRA, you have a task to take care of: designating a beneficiary. It doesn’t take long and can resolve problems.

The post Inherit an IRA? Don’t forget to name a beneficiary! appeared first on Getting Your Financial Ducks In A Row.

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IRS Clarifies COVID-19 Relief Measures for Retirement Savers

The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders cope with financial fallout from the virus. The rules were welcome relief to many people, but left questions about the details unanswered. In late June, the IRS released Notices […]

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