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.
Using IRAs to fund charitable gifts directly can provide a nice tax benefit to the donor.