A Sweet Song: Harmonizing an IRA and a Trust
Many times consideration should be given to naming a trust as the beneficiary of an IRA. This article provides an good summary of the related issues.
What’s Your RMD?
Here’s a quick way to calculate your required minimum distributions.
Taxwise Charitable Giving
Using IRAs to fund charitable gifts directly can provide a nice tax benefit to the donor.
As Bob Dylan noted lo those many decades past, these times they are a changin’
The passage of the Secure Act prompts the need for thoughtful income tax planning strategies for IRAs post-death. This article lists four important elements of the changin’ analysis.
Apples and Oranges, I Like Both
Taxpayers should consider taking advantage of IRAs of both flavors: Traditional and Roth.
Being 70-1/2 Years Young
Important read for those approaching age 70-1/2, who will need to begin their required minimum distributions from their IRAs and qualified plans. The rules are technical and this article provides a good summary.