Feeling Less SECURE
Navigating the IRA beneficiary rules under the Secure Act? This article provides a good roadmap.
How SECURE is your IRA?
Read this excellent discussion of IRA planning under the SECURE Act.
Do Not Forget the Last Piece of the Estate Planning Puzzle
Do not overlook coordinating beneficiary designations when updating an estate plan. This is a critical component to keep current.
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.