Under the Secure Act, there are only 3 types of beneficiaries for 401k plans, 403b plans, and traditional as well as Roth IRA’s. Understand the three types of IRA beneficiaries
Spring is here, 2024! We hope your lawn is green and you’re ready for ball season. Join us by clicking the picture below to see what all the RFG Team
With the national debt exceeding $31 trillion and concerns about potential future tax increases, retirees and those nearing retirement face a critical decision regarding their retirement savings. Here we explore
The Secure Act 2.0 changes the age at which IRA owners must start taking required minimum distributions (RMDs). There is no change for those already taking RMDs; if you are
The Secure Act 2.0 makes 529 plans even more attractive to parents and grandparents. It’s hard to know how much to save for a college education and the new law
Welcome to 2024! We hope your new year has begun with intention. Join us by clicking below to see what all the RFG Team members are up to. RFG Wealth
As we step into 2024, we have some changes in the realm of SIMPLE IRAs. These changes demand attention, especially for CPAs seeking to guide their clients through the details
Are you considering making a gift to a charity or perhaps your Alma Mater? Consider using pre-tax IRA dollars and perhaps a Charitable Gift Annuity. If you are 70 ½
It’s Fall, our favorite time of the year! Football, Fishing, Rangers and Cowboys – what’s not to love? What’s your favorite Thanksgiving recipe? RFG October Newsletter ’23 relayto.com For best
