SECURE Act Archives | SD Mayer

IRS issues final regulations on inherited IRAs

IRS Issues Final Regulations on Inherited IRAs

The IRS has issued final regulations regarding inherited IRAs and other defined contribution plans.

SECURE 2.0: Which provisions went into effect in 2024?

SECURE 2.0 Act Provisions for 2024 Explained

Now is the time to get up to speed on 2024 SECURE 2.0 changes. Here are several to consider. Contact …

IRS extends relief for inherited IRAs

IRS Extends Relief For Inherited IRAs

If you’ve inherited an IRA, you need to know about the latest IRS guidance. We’ll continue to keep you informed …

Update on retirement account required minimum distributions

Update On Retirement Account Required Minimum Distributions

The SECURE 2.0 law includes good news about required minimum distributions from tax-favored retirement accounts. But an earlier law contained …

6 ways nonprofit retirement plans are changing

February 14, 2024

6 Ways Nonprofit Retirement Plans Are Changing

The SECURE Act 2.0 made some important changes to 403(b) retirement plans, which typically are offered by nonprofits to their …

IRAs: Build a tax-favored retirement nest egg

January 25, 2024

IRAs: Build A Tax-Favored Retirement Nest Egg

How much can you save in an IRA this year and when do you have to start making withdrawals? Here …

Smaller companies: Explore pooled employer plans for retirement benefits

November 28, 2023

Explore Pooled Employer Plans for Retirement Benefits

Business owners: If your company isn’t quite ready to sponsor its own retirement plan for employees, a pooled employer plan …

Facing a future emergency? Two new tax provisions may soon provide relief

October 25, 2023

Facing a Future Emergency? Two New Tax Provisions May Soon Provide Relief

Starting next year, employers with certain retirement plans can allow staff members to contribute to pension-linked emergency savings accounts. Here’s …

IRS issues guidance on new retirement catch-up contribution rules

September 8, 2023

IRS Guidance on Retirement Catch-Up Contribution Rules

The SECURE 2.0 Act’s new retirement catch-up contribution rules caused problems and confusion for employers and employees alike. The IRS …

Disabled family members may be able to benefit from ABLE accounts

August 15, 2023

Disabled Family Members May Benefit From ABLE Accounts

Family members often want to help disabled loved ones financially but don’t want them to lose eligibility for their government …

The SECURE 2.0 Act

Want to save more for retirement? You might be able to with the many changes in a new law signed …

Reading the tea leaves: Potential tax legislation in the new Congress

February 15, 2023

Reading The Tea Leaves: Potential Tax Legislation

With Republicans now in control of the U.S. House of Representatives, what’s the fate of prospective tax legislation in 2023?

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