How Does An Annuity Beneficiary Work?

May 9, 2023

Who you choose as the annuity beneficiary may impact how the annuity income is taxed if you pass away.

Reduce the Stress of Asset Transfers?

July 15, 2021

Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.

How Does an Inherited IRA or 401(k) Work?

May 5, 2021

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.

My Estate is Beneficiary of My IRA

March 30, 2021

When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?

A Charitable Way to Stretch a Large IRA

March 3, 2021

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.

Options to Stretch Out IRA Distributions

November 24, 2020

The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.

Benefiting from the SECURE Act and CARES Act

June 30, 2020

There have been several law changes that affect IRAs passed since December 2019.

Secure Act Passes So Revisit IRA Planning

December 26, 2019

The Secure Act will force faster withdrawals from Inherited IRA Accounts.

Ignoring Beneficiary Designations Is a Risky Business

October 7, 2019

We are programmed to contribute the “max” to our retirement accounts, but we disregard, or do not understand, the pitfalls of improperly filled-out beneficiary forms.

Why the Secure Act May Make Your Retirement Less Secure

August 8, 2019

The Secure Act would upend 20 years of retirement planning and stick it to the middle class.

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Stretch IRA