We offer retirement planning related articles, links, and resources to help you digest concepts like the SECURE Act and its impact on Inherited IRAs, as well as general IRA concepts. However, we do not endorse the providers and assume no responsibility for the content, policies, products, services, or any other aspects maintained by them.
Fact Sheets & Thought Leadership:
- 2025 IRA Overview
- Navigating Inherited IRA Rules
- Navigating Inherited IRA Rules as a Spouse
- Understanding the IRS Final Regulations (7/2024)
From the web:
- SECURE Act 2.0 Summary by Kiplinger
- The Great Wealth Transfer will radically change financial services by Forbes
- Time for Some Clients to Ditch Traditional IRAs by Ed Slott
From our team, partners & friends:
- Book: Tax secrets made simple by Ed Cotney
- Book: The Great IRA Tax Grab by Ed Cotney
- Video: 5 tips for surviving the family business by Mike Balstad