Required Minimum Distribution

Clarifying the CARES Act: IRS Issues Additional Guidance
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Almost three months after the passing of the CARES Act in March, the Internal Revenue Service issues some much sought-after, additional guidance on various CARES Act provisions that had been left up to interpretation. A primary intention of the CARES Act was to provide relief for individuals impacted by the COVID-19 pandemic. You can view  Read More →
The SECURE Act: How it Impacts You and Your Family
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
In late December 2019, Congress passed and President Trump signed into law one of the most robust retirement reform bills in over a decade, the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The primary goal of this legislation was to make saving for retirement easier for working Americans. Although much of the legislation  Read More →
Three Tax Tips that Can Help As You Approach or Begin Retirement
Team SummitFinancial Planning, Retirement PlanningComments are off for this post
Retirement is a whole new phase of life! You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, which is typically during your  Read More →

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