Caiati Financial Services | The Road Less Taxed

84 • BECKY RUBY SWANSBURG AND NEIL WILDING $ 1 0C0o,n0s0i0d.eTr htaht ec oi mu ppl ae cwt iol lns eae ac o4u2p lpee rwc ei tnht ian cgrreoassse ii nn ctohme es uor -f vd iuvei ntgo st pa xo ucshea’ sn gt ae xs ar al rteea. dTyh abta’ sk es di g ni ni ftioc at no dt layyl’es scsuirnrceonmt et a, xa ns dt r ui tc’ s- turIet.’s important to remember that the widow’s penalty can also it mo pt rai cg tg IeRr Mg oAvAe. rWn mh iel en ta fceoeus pl li ek’es iI nRcMo AmAe wmhi gehnt mn oatr br iee hd i, gi hf tehneosuugrh- vl ei vv ei nl gc osuplodubsee ehnaosusgihmtiol atrr iigngceormI Re Mn Ae eAdfse eass abseaf osri en,g tl eh af itl ei nr . c o m e B u tNwo wh a, tt haeb owui td oi fwh’ iss pkei nd as l it ny hoebrvi ti oRuysal yn ’ os nI lRyAa?pTphl iiess stcoe na asrpi oo ui ss ea. d i f fIenr e2n0t1, 9a ,l bCeoi nt ge rqeusasl lpy assi sgendi f iac apni et ,ctea xo fr ilsekg ifsol ra ttihoen hkeni rosw. n a s t h e SECURE Act. 47 The bill limited the amount of time your kids have tmo epeat yutnaixqeuse ocni rtchuemf us tnadnsc tehse, ymi onshte Ar imt ferroi mc a ny so umr uI Rs tAw. Ui tnhlde rs as wt h ae lyl t h eI nf uhnedr ist iinnga nmionnheeyr iitse dg rIeRaAt , wb iutth ihna tvei nn gy et oa rpsa. y t a x e s o n a l l t h a t ifnorheyroiuterdkmidos.ney (without much flexibility) can be especially hard T h eA fItRe Ar aml l ,o ny oe uy rt hkei dys’ v he aivneh et hr iet ierd ofwr onmt ayxo us i tius aat il ol na dedsittai obnl i as hl ei nd-. c o mAen dt htahtactoomf teesnomn et aonpsoffotrh ekiird su si nu ha letrai txianbgl ea nf uInRdAs, . a l l t h e f u n d s they’re required to withdraw from it are taxed at their top (or 47 t i r Ce omnegnr te Es sn. gh oa vn . c Jeumn ee n2t0A1 c9t . o“ Hf 2. R0. 1199”9h4t t- pSse: /t t/i nwgwEwv .ec royn Cg or ems sm. guonvi /t yb iUl l p/ 1f o1 r6 tRhe- - congress/house-bill/1994/text

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