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Don’t Tax Yourself

A Publication of Bowditch & Dewey's Estate, Financial & Tax Planning Group

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Category: Retirement

IRS

SECURE ACT: “Stretch IRA” Rules Change in 2020

Retirement, Taxes • By Katherine R. Dorval • January 15, 2020

Interlocking gears with compliance, regulations, standards, policies and rules words imprinted on metal surface.

SECURE ACT: Foreseeable Change in ‘Stretch IRA’ Distribution Rules

Estates, Retirement, Taxes • By Katherine R. Dorval • December 9, 2019

Calculator and pen on a paper where someone was calculating budget with the words "can we do this?" written on the bottom.

Obama’s DOL Fiduciary Rule Fades into the Distance

Retirement • By Terrence J. Briggs • October 3, 2017