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RIP Stretch Inherited IRA?

USA - October 24 2019 While the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) has not yet been enacted, there are many who anticipate…

Internal Service Revenue Notice 2020-51 - Updated Guidance Regarding Retirement Plans

USA - June 24 2020 Treasury issued Notice 2020-51 today on CARES Act § 2203, the 2020 Waiver of Required Minimum Distributions (“RMDs”) that contained important (and in…

U.S. - CARES Act Waiver of 2020 Required Minimum Distributions

USA - April 3 2020 The Coronavirus Aid, Relief, and Economic Security, or “CARES Act”—the third emergency bill that Congress has passed in response to the novel…

Lana Hompluem Lane.