If tax rates are likely to be higher then, the thinking goes, why not pay taxes on some of the money held in tax-deferred accounts now, at today’s presumably lower rate, and let it grow tax-free in a Roth?
Changes apply to donations of cash and food inventory.
Five industry experts weigh in on how plan sponsors can navigate the regulatory challenges posed by the new SECURE and CARES acts.
Your clients have a number of options.
