Wheelhouse Wisdom Blog

We help individuals and families pursue their ideal retirements.

Here’s what you need to know about SECURE Act 2.0

The first version of the SECURE Act, which passed in December 2019 had two main walkaways for retirees:  It pushed Required Minimum Distribution (RMD) age back from 70.5 to 72 and   It eliminated the “stretch IRA” for beneficiaries, now requiring Inherited IRAs to be liquidated within 10 years of the ...
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Gifting Strategies and Catch-up Contributions

As the year-end nears, this is a good time to consider the benefits of gifting.  Gifting allows you to pass assets to beneficiaries in a tax-efficient manner.  Giving assets to your loved ones while you are alive has many benefits.  Gifting allows your beneficiaries to benefit from the gifts now ...
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