In July of 2019, we warned that Congress had its eye on inherited IRAs as a source of increased tax revenue. On December 20, 2019, what we described as “the new Death Tax” became reality when President Trump signed the SECURE Act into law.  The new law will have...

Retirees often worry about outliving their retirement savings, but what happens when your retirement savings outlive you? Most people don't think about it. Maybe that's why Congress is eyeing these funds as a source of increased tax revenue.  If you don't think...