2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

It’s no secret that annuities play a pivotal role in retirement planning, providing a steady income. Despite certain tax advantages, annuity taxation has several intricacies that must be understood ...

Annuities are popular with retirement investors because they can offer an income stream during the golden years. While this feature may make annuities attractive to retirees, they also should not ...

Paying taxes on an inheritance can be tricky, and that may be especially true if you’re dealing with an inherited annuity. The tax liability changes based on how the annuity was funded, whether it’s ...

As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...