Substantially Equal Periodic Payment (SEPP) Plans

Substantially Equal Periodic Payment (SEPP) Plans

By Ryan Martin and Lauren Hunt Substantially Equal Periodic Payment Plans… that is a “mouthful” of a strategy, but the details of such planning don’t have to be complicated. Tax-deferred accounts such as IRAs provide an excellent opportunity to accumulate funds for...
Year-end Tax Planning Considerations

Year-end Tax Planning Considerations

2020 has been an unusual year to say the least. As we have adapted to “new normals” throughout our lives, following are some important changes to consider as the year closes for your tax strategy. Required Minimum Distributions (RMDs): One normal year-end...