Education Blog
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The original ‘Inherited Stretch IRA’ has been eliminated. Now What Do You Do?
October 2, 2026
The SECURE ACT (Setting Every Community Up for Retirement Enhancement Act) became law at the
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beginning of 2020. The legislation was mainly intended to expand opportunities for people to increase
their retirement savings, which obviously is a good thing. However, the act also included one big tax law
change that will cost most inheritors additional taxes, and that was the elimination of the ‘Inherited
Stretch IRA’. So, now what do you do? -
How Retirement Savvy Are You ?
September 24, 2026
Recently, we did our ‘Back to School for Your Retirement Show.’ Students across the country
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have been getting back to school over the last several weeks. However, “Back to School” is not
just for students anymore. You must make sure to continue your retirement education each and
every year due to all the many changes that take place in the financial arena -
Question of The Month September 2026
September 17, 2026
“Hello. In the recent bill that got passed by the Congress and the Trump Administration, did the proposed ‘no tax on Social Security’ become law? What else became law that can benefit people financially? Thank you.” Mark
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What Happens To Your Retirement Plan When a Spouse Passes Away?
September 12, 2026
It is always a hard time when a spouse passes away. Obviously, there are a lot of emotions to
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deal with, as well as concerns and figuring out how to live without your spouse. But what
happens to your retirement plan? Well, unfortunately, there are a lot of changes that happen to a
retirement plan when a spouse passes away. -
How Do You Inherit Money Properly Based on the New Inheritance Rules?
September 3, 2026
The rules for inheriting assets and money have changed, and maybe changing more. Recently, the original inherited stretch ira was eliminated, causing most people inheriting retirement account money to pay much more in taxes. Now there is talk of eliminating the stepped up basis in value. This would cause more taxation. So, what can you do?
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Do You Understand All the Different Factors That Affect Your Social Security Benefits?
August 27, 2026
Most people pay a lot of money into the Social Security system during their working years. But do you know how much you will get out of the system? A recent survey says that most people do not know exactly what affects their Social Security Benefits.
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