Although the IRS has waived 2024 required minimum distributions for non-spousal IRAs inherited after 2020, heirs must take mandatory distributions starting in 2025.
The IRS announced the 2024 contribution limits for retirement accounts. While they are not rising by as much as they did last year, they are still increasing.
How your real estate in Florida is handled at your passing depends on the type of plan you put in place beforehand.
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The government has again changed the required minimum distribution (RMD) age for those with retirement accounts, as well as offered new guidance for RMD-subjected IRAs inherited after 2020.
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Reverse mortgages, like any financial product, have their place, but it’s important to understand exactly how they work before committing to one.
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With foresight and planning, you can leave a legacy that transcends time and sets future generations on a path of financial wellness and success.
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