When should I expect my tax documents? Schwab 1099s and YE Summaries: Late January to Mid-February1099-Rs and YE GLRs have been received and uploaded to eMoneySome 1099 Composites have been received and uploaded to eMoneyMOST 1099s for taxable accounts (incl Trust accounts) have NOT been received by SWP at 2/17/2022Nationwide 1099-Rs: Mid-MarchMy529 1099-Qs: Available NowReceived and uploaded to eMoneyInventrust REIT 1099-DIVs: Available Now - FINAL YEARReceived and uploaded to … [Read more...] about SWP Client FAQ: Tax Relief TY2021
Taxing Troubles and SECURE Act Strategies
By Paul Ohanian, CFP® The new Setting Every Community Up for Retirement Enhancement Act of 2019, also known as the SECURE Act, has many twists and turns… Among the major changes caused by the SECURE Act is the elimination of the Stretch IRA for non-spouse beneficiaries (which allowed non-spouse beneficiaries to take required minimum distributions over their lifetimes) and the establishment of a 10-year rule whereby non-spouse beneficiaries (with some exceptions) must withdraw their … [Read more...] about Taxing Troubles and SECURE Act Strategies