Feeling Less SECURE
Navigating the IRA beneficiary rules under the Secure Act? This article provides a good roadmap.
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.
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.