Everand Logo

Welcome to Everand!

  • Kiplinger

    What Proposed IRA Updates Could Mean for Your Retirement - and Your Kids

    by Grant Rawdin, J.D., CFP®, Founder and CEO, Wescott Financial Advisory Group LLC Nov 06, 2019 2 minutes

    New legislation making its way through Congress has the potential to create significant changes around retirement planning and individual retirement accounts (IRAs). The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed the House in May of 2019, but has been stalled in the Senate ever since (as of the end of October 2019). However, analysts say it could find new momentum as part of one of several spending bills on the docket this fall.

    Some proposed changes will affect all retirees, while others zero in on specific groups like part-time workers and new parents

    You’re reading a preview, subscribe to read more.

    More from Kiplinger

    Kiplinger2 min read
    Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
    Plenty of retirees like to give back to their communities through charitable donations, but questions often arise over the best way to do that. What approach is efficient, provides the tax benefits you’re after, and also is advantageous for the chari
    Kiplinger4 min read
    Got Crypto? The IRS Really Wants to Know
    The 2022 crypto price crash understandably has some investors concerned. But for those of you who haven’t run for the hills, it’s worth knowing that cryptocurrency currently has the attention of not only the Biden administration, and Congress, but th
    Kiplinger5 min read
    4 Steps for Managing Income Withdrawals in Retirement
    If you’re like most Americans nearing retirement, you’re worried about whether you have enough savings. In fact, only 22% of those approaching retirement believe they’ve saved enough to retire comfortably. At a time when the stock market is down, inf

    Related Books & Audiobooks