The recent bond market turmoil delivers a message. Schwab’s chief fixed income strategist Kathy Jones discusses what it means for investors. The required minimum distributions on retirement plans have changed. How will they affect your accounts? Andrew Osterland reports for CNBC. New estate taxes may be arising soon. It’s a good time to update your strategy, as Steve Parrish and Michael Finke explain for ThinkAdvisor.

Message From The Recent Bond Market Turmoil — The late-February spike in U.S. Treasury bond yields sent ripples throughout the global markets. As yields surged to the highest level in a year, stocks and commodities sold off sharply, while the dollar rallied. Some investors called for central banks to step in to calm the markets. Read more…

Required Minimum Distributions On Retirement Plans Are Back — And Different — The one-year suspension of required minimum distributions from certain retirement plans authorized under the CARES Act is over. While the calculation of the RMD is straightforward, there are a number of quirks and rule changes to keep in mind. Read more…

Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy Clients — New presidents typically make their mark on the tax code, and the estate tax is a likely target for Biden. Wealthy clients and those who are affluent have different goals and may need different strategies. Read more…

 

John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller

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