Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

When I meet with clients to discuss estate planning, I always explain that the documentation that we help put together for them does not override any previously designated beneficiaries on things like ...

The Setting Every Community Up For Retirement Enhancement Act (SECURE Act) was attached to a spending bill (the Further Consolidated Appropriations Act of 2020, or FCAA) and signed into law on ...

When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

On July 18, 2024, the Internal Revenue Service (IRS) issued final regulations updating the required minimum distribution (RMD) rules. The final regulations reflect changes made by the Setting Every ...

Ensure your loved ones are taken care of after you're gone by properly designating beneficiaries for your retirement accounts ...

As was the case with the 2022 proposed regulations, the newly finalized regulations provide that a retirement account owner is treated as having no eligible designated beneficiary if the owner has ...

The SECURE Act changed the rules for many individuals who inherited individual retirement accounts. However, even though SECURE took effect five years ago, advisors continue to receive questions from ...

LINDA M. JOHNSON, CPA, PhD, is associate professor of accounting at Kennesaw State University in Kennesaw, Georgia. Her e-mail address is [email protected] . RAs have long been a ...

Tax and retirement planning expert Ed Slott discusses the ins and outs of distributions for these frequently inherited investment accounts. The original Secure Act eliminated the stretch IRA and put ...

(NewsNation) — Securing life insurance helps a person protect their loved ones and ensure they’re cared for, should anything happen to them. When a buyer acquires life insurance, they designate a ...

Dear Mr. Premack: My mother-in-law died (90 years old) and left a traditional IRA to her estate. She did not name beneficiaries, she has four sons, but checked the estate box. I keep getting ...