News & Analysis as of

SECURE Act › Required Minimum Distributions › Income Taxes

Chambliss, Bahner & Stophel, P.C.

Passing Retirement Benefits to a Child With Special Needs

Chambliss, Bahner & Stophel, P.C. on

Under the SECURE Act, disabled beneficiaries can stretch out inherited retirement account distributions beyond 10 years, provided their life expectancy is longer than the default 10-year rule. Generally, an Applicable...more

Proskauer Rose LLP

Wealth Management Update - June 2024

Proskauer Rose LLP on

June 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs...more

Chambliss, Bahner & Stophel, P.C.

A Win-Win Situation: How Charitable Gift Annuities Provide Benefits for Both Donor and Recipient

Chambliss, Bahner & Stophel, P.C. on

Are you looking for a way to decrease your income tax obligation after retirement while supporting your alma mater or a favorite charity? A charitable gift annuity may be the right answer for you....more

Verrill

2023 Estate Planning Update

Verrill on

This alert from Verrill’s Private Clients & Fiduciary Services Group highlights the latest changes to the income tax and transfer tax landscape. The alert addresses the SECURE ACT 2.0, federal and state transfer tax updates...more

Proskauer Rose LLP

Wealth Management Update - June 2021

Proskauer Rose LLP on

June 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs - The June applicable federal rate ("AFR") for use with a sale to a defective grantor trust,...more

Adler Pollock & Sheehan P.C.

Does a Qualified Charitable Distribution Make Sense This Year?

Adler Pollock & Sheehan P.C. on

A unique provision in the tax code allows certain transfers, made directly from a traditional IRA to a qualified charitable organization, to avoid taxation. Although this benefit of a qualified charitable distribution (QCD)...more

Poyner Spruill LLP

Estate Planning with Retirement Accounts Under the New SECURE Act

Poyner Spruill LLP on

The SECURE Act has significantly altered the estate planning landscape for qualified retirement accounts, including, but not limited to, Individual Retirement Accounts (“IRAs”), 401(k)s, 403(b)s, 457(b)s, and Roth IRAs...more

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