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The SECURE Act Part 2: Inherited IRAs

If you are the owner or the recent inheritor of a large IRA, the SECURE Act is likely to have a material impact on you and/or your heirs. The SECURE Act made significant changes to the way heirs are required to withdraw funds from these accounts, which will likely produce larger tax bills for many beneficiaries. This Navigator outlines strategies for both IRA owners and beneficiaries to minimize the adverse impacts of the SECURE Act.

Is The Current Inflation Going To Be Transitory Or Persistent?

While finding appropriate historical analogies is always tricky, the current economic environment, in our view, seems most reminiscent of the mid-1960s. Those years represented an inflection point, much like today, when fiscal spending accelerated, and the Federal Reserve financed that spending with low-interest rates assuming that historically low levels of inflation experienced in the early 1960s would continue.

Your Guide to Saving by Age

Retirement needs and circumstances evolve throughout the years and can change instantaneously, but there are habits you can practice over time to build a solid foundation.

Investing with Your Values

The COVID-19 pandemic is the most significant economic event since World War II, and the extent of its impact is still far from known. It will be months or possibly years before we can fully grasp the fallout of this global crisis. However, one thing is certain: more than ever, now is a time for financial prudence and sound decision-making.