"The New IRS Notice Waives Penalties For Some Who Inherited IRAs" by Julie Jason
This column, originally published on October 16, 2022, clarifies the IRS's new notice concerning inherited IRAs and SECURE's 10-year rule.
"Insights into the Complicated Rules for Inheriting an IRA" by Julie Jason
This column, originally published on October 10, 2022, clarifies the complications of inheriting an IRA.
"More Details About Wills & Beneficiary Designations" by Julie Jason
This column, originally published on September 2, 2022, reemphasizes the importance of ensuring your beneficiary designations are up to date.
"Who Needs a Will?" by Julie Jason
This column, originally published on August 26, 2022, reviews the importance of having a will and regular reviews of your assets and estate plan.
"A Reminder To Be Aware of Financial Stumbling Blocks" by Julie Jason
This column, originally published on August 14, 2022, identifies some key financial hurdles to be aware of during your financial planning.
"Retiring? Your Tax Return Will Look Different" by Julie Jason
This column, originally published on June 24, 2022, discusses how your tax return will change now that you're retired and how to find the right accountant to help you.