What Business Owners And Their Families Should Know About The New SECURE Act: The Strategies [Forbes]
Cohen & Company Inc. (COHN)
NASDAQ:AMEX Investor Relations:
en.wikipedia.org/wiki/cohen_(surname)
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Source: Forbes
What Business Owners And Their Families Should Know About The New SECURE Act: The Strategies Getty Part I of this post covered some troubling issues with Qualified plans and IRAs that arise with the arrival of SECURE Act, particularly as they apply to professionals and business owners. Since it’s been suggested that many professionals and business owners don’t retire in the conventional sense, this legislation poses some unique challenges to tax, retirement and estate planning for those individuals. The new SECURE Act, which passed the House in a landslide (417-3) and is up for unanimous consent in the Senate, will radically change the strategy of intergenerational wealth transfer for qualified plans and IRAs. Specifically, Part I described: To that end, let’s consider some planning strategies. Most of these will center around Roth IRA or Roth 401(k) ideas. The Roth now becomes an ideal tool for wealth planning: Consider this example: a couple with $200,000 in Roth savings at a
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News
- Cohen & Company Acquires Tax & Wealth Management, Inc. [Yahoo! Finance]Yahoo! Finance
- Mkango Resources Limited Announces Appointment of Cohen & Co as USA Financial Advisor [Yahoo! Finance]Yahoo! Finance
- FACT II Acquisition Corp. Announces Pricing of $175 Million Initial Public Offering [Yahoo! Finance]Yahoo! Finance
- Omaha National Appoints Joan Klucarich as Chief Actuary [Yahoo! Finance]Yahoo! Finance
- Cohen & Company Continues Growth Plan, Expands to Denver [Yahoo! Finance]Yahoo! Finance
COHN
Sec Filings
- 12/20/24 - Form 4
- 12/20/24 - Form 4
- 12/20/24 - Form 4
- COHN's page on the SEC website