What to Do with an Inherited IRA
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
October 12, 2021
Consider an Estate Planning Checklist
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
August 30, 2021
How to Manage a Special Needs Trust
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
June 28, 2021
Managing an Inherited Retirement Account
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
May 5, 2021
The Stretch IRA Is Not Completely Gone
In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
April 1, 2021
Extend IRA distributions with a Charitable Remainder Trust
Charitable remainder trusts give you more options and more control on how your heirs inherit, now that the “stretch” IRA is a thing of the past.
March 1, 2021
SECURE Act has Changed Special Needs Planning
An applicable multi-beneficiary trust can solve some–but not all–of the challenges that the new act presents.
January 11, 2021
August 27, 2020
Inherited IRAs Require Care
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
August 17, 2020
Utilizing the SECURE and CARES Acts?
There have been several law changes that affect IRAs passed since December 2019.
June 24, 2020