Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
Practitioners are well-aware that lifetime gifts are more tax-efficient than transfers at death. But during the past seven years there's been a possibility that the estate tax might be permanently repealed, so it's been out of vogue for...
It waives excise tax for failure to take RMDS for 2024 for certain accounts
Indirect transfers weren’t gifts because they were made in the ordinary course of business.
