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Steve Coker, CFP
- Jan 17, 2020
- 2 min
The SECURE Act – Big changes for IRA’s
As of January 1, 2020 the “Setting Every Community Up for Retirement Enhancement” (“SECURE”) ACT became law, ushering in some of the most...
Steve Coker, CFP
- Oct 28, 2019
- 2 min
Big Changes Coming to IRAs: The SECURE Act
New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...
Steve Coker, CFP
- Jul 9, 2017
- 3 min
Inheriting an IRA? 4 Key Rules You Should Know
If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other assets....
Steve Coker, CFP
- Jun 26, 2017
- 2 min
Don't name just one of your children as IRA beneficiary
It is one of the most common IRA mistakes, and one of the most costly: naming just one of your children as the beneficiary of your IRA. ...