Here are some IRA New Year's Resolutions to think about as we enter 2024.
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Is a Trusteed IRA a good strategy for your client? How much control is wanted over beneficiaries after death?
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As we enter the holiday season, many are in the spirit of giving. A qualified charitable distribution, or QCD, is a solution many IRA owners age 70½ and older
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Knowing your loved ones have financial support upon your passing helps provide peace of mind. With this in mind, many people use life insurance policies and
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Although declining an inheritance seems like an unlikely move, there are situations in which a beneficiary chooses to pass their assets to an alternate
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Designating a nonprofit organization or charity as a beneficiary of your estate is admirable. However, although their tax-exempt status makes IRAs ideal for
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When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary
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If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to effectively manage the account isn’t
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Many are familiar with the adage, “nothing is certain except death and taxes.” If you are married, a time will come when you or your spouse face a grim reality
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