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In Notice 2023-54, the IRS granted relief to individuals and retirement plans from taking required minimum distributions in 2023. This applies to both individual accounts and inherited IRAs where distributions were mistakenly taken although no distribution was required. This relief appears to be the result of the IRS’s delay in issuing final regulations under the […]

Social Security is one of the most important programs for seniors in the United States. It provides a guaranteed source of income for retirees, as well as disability and survivor benefits. The Social Security Administration (SSA) offers a Retirement Estimator tool that can help you estimate your future benefits. The tool is easy to use […]

Charles Schwab Foundation President Carrie Schwab-Pomerantz discusses how to get the most out of Social Security.

The American College of Trust and Estate Counsel presented a video discussing the advantages and disadvantages of taking Social Security early.

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