Tag: retirement plans
Why RMDs are important – we do not want to force sales of depressed assets. The current Required Minimum Distribution (RMD) rules are a useful tool to ensure that the favorable tax provisions associated with retirement plans are used to generate retirement income – not to enhance the size of estates. But given t…
The brief’s key findings are: Since many workers lack retirement plans at work, some states are setting up programs that require employers without a plan to enroll workers in an IRA. Oregon was the first state to launch its auto-IRA and is now providing initial data on how workers and employers have responded. On the positive side,…
