The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the SECURE 2.0 Act and the CARES Act.

The Secure 2.0 Act marks a significant shift in retirement planning in the United States. This legislation, signed into law by President Biden on December 29, 2022, as part of the Consolidated ...

The SECURE Act upended inherited IRA planning and now, the clock is ticking. As we enter the critical second half of the 10-year distribution window for many post-2019 beneficiaries, financial ...

To close out the 2019 calendar year, President Trump signed the "SECURE Act" into law. Fully titled, "Setting Every Community Up For Retirement Enhancement Act of 2019," the law provides 125 pages of ...

The SECURE 2.0 Act, passed in December 2022, aims to enhance the financial readiness for retirement among Americans. Building on the original SECURE Act of 2019, this legislation seeks to strengthen ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. SECURE 2.0 has significant changes that could help ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to postpone distributions from these inherited accounts; no longer can most non ...

The IRS released guidance on Monday in Notice 2026-9 extending the deadline for amending individual retirement arrangements (IRAs), simplified employee pension (SEP) arrangements, and SIMPLE IRA plans ...