IRA Payable to Estate?
This article provides a roadmap of issues and how to effectively manage them.
This article provides a roadmap of issues and how to effectively manage them.
Navigating the IRA beneficiary rules under the Secure Act? This article provides a good roadmap.
Read this excellent discussion of IRA planning under the SECURE Act.
Do not overlook coordinating beneficiary designations when updating an estate plan. This is a critical component to keep current.
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.
Here’s a quick way to calculate your required minimum distributions.