inherited
2026 Economic and Tax Outlook: What the Year Ahead May Mean for Your Financial Plan
As we move toward the end of 2025, attention is turning to the year ahead. Economic conditions, interest rates, market performance, and tax policy will all play a role in shaping financial decisions in 2026. While uncertainty remains in several areas, the overall outlook suggests continued economic expansion and new planning opportunities for individuals, investors,
Navigating the Secure 2.0 Beneficiary IRA 10-Year Spend Down
Key things you really need to know. Beneficiary IRA distributions have changed dramatically since Secure Act 2.0. In the past you could inherit an IRA from someone other than your spouse and remain taking small distributions at the decedent’s RMD pace. Now the IRS requires you to take the full balance within 10 years. For