CARES Act and Retirement Plan Distributions
Feature Article

CARES Act and Retirement Plan Distributions

As with so many things in 2020, the tax laws changed in regard to distributions from various types of retirement plans. Just as we were getting comfortable with the changes made at the end of 2019 under the Setting Every Community Up for Retirement Enhancement (SECUR... Kathryn M. Morgan, EA, USTCP

Notice 2020-51: The How-To Guide on Waiving and Rolling Over 2020 RMDs
Feature Article

Notice 2020-51: The How-To Guide on Waiving and Rolling Over 2020 RMDs

The IRS released Notice 2020-51 on June 23, 2020, in an effort to answer outstanding questions surrounding the waiver of required minimum distributions (RMDs) from retirement plans for 2020 brought about by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The ... Jennifer Kiffmeyer, JD