Posts by Madeline.Johnson
Understanding the New Year-of-Death RMD Rules
Although the required minimum distribution (RMD) rules have always been complicated, they tended to stay the same from year to year, which made them easier to follow. But that changed…
Read MoreRetirement Industry Trust Association (RITA) Supports the Secure Our Savings 2.0 Coalition
RITA encourages any individuals, businesses, and organizations in the retirement industry to support the Secure Our Savings 2.0 Coalition and its important mission. The Retirement Industry Trust Association (RITA) has…
Read MoreBenefits Of Adding Gold To Your IRA
As a result of political news, including Trump’s looming tariffs, the price of gold continues to soar. Current geopolitical uncertainty is currently driving investors towards gold. Inflation fears have significantly impacted…
Read MoreRITA to Host Retirement Industry Conference, “Empowering Change with SDIRAs,” April 22-23, 2025 in Washington DC
RITA’s self-directed IRA conference “Empowering Change with Self-Directed IRAs” is happening April 22-23, 2025 in Washington DC. The Retirement Industry Trust Association (RITA) will host its spring conference for self-directed…
Read MoreUsing a Self-Directed IRA to Invest in Real Estate with Leverage
Investing in real estate with an alternative IRA can be a great way to diversify retirement savings beyond traditional stocks and bonds. While most IRAs restrict investment options to publicly…
Read MoreProhibited Transactions 101
Congress has granted special tax benefits to promote saving for retirement. In turn, it is expected that savers will not abuse the privilege or take unwarranted risks with assets. The…
Read More3 Reasons Young Investors Choose the Roth IRA
More young people are beginning to plan for retirement than ever before, starting as early as 18-25 years of age. This allows a much longer time period to prepare and…
Read MoreRetirement Industry Trust Association Announces New Board of Directors, Focus on Industry Support
The Retirement Industry Trust Association announces new board members and an increased focus on providing industry support. The Retirement Industry Trust Association (RITA) recently hosted elections for their Board of…
Read MoreFinal IRS Regulations: Important News on RMDs and Beneficiaries
On July 18, 2024, the IRS released final regulations on required minimum distributions (RMDs) and beneficiary options. These final rules have been anticipated since February 2022, when proposed regulations were…
Read MoreIRS Issues Update for Weighted Average Interest Rates, Yield Curves, and Segment Rates
The IRS has issued Notice 2024-81. This notice provides guidance on the corporate bond monthly yield curve, the corresponding spot segment rates used under § 417(e)(3), and the 24-month average…
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