"Transitioning to new RMD rules thanks to the SECURE Act" by Julie Jason
As anticipated, the president signed the SECURE Act into law on Dec. 20. As a result, beginning in 2020, RMDs will be subject to some new rules.
"Good News for Early Bird RMDs" by Julie Jason
When I wrote about the suspension of required minimum distributions (RMDs) for 2020 by the CARES Act, I received a number of emails from readers who could not take advantage.
"The new CRS is on its way to you" by Julie Jason
By the end of this month, investors will have available an easy way to distinguish between financial professionals, thanks to the U.S. Securities and Exchange Commission.
"RMDs not required in 2020" by Julie Jason
Are you withdrawing from your IRA or 401(k) because you must, due to “RMD” rules?
"Time is waning for 2019 RMD distributions" by Julie Jason
The annual RMD is not optional. It is mandated by law. And there are heavy financial penalties for failing to take the RMD on time.
"How the CRS could affect your financial decision-making" by Julie Jason
Form CRS will be required to be delivered to existing and prospective customers of both broker-dealers and registered investment advisers.