IRA Archives

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?

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.

Are My Beneficiary Designations Trouble?

May 27, 2020

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. However, these forms can create confusion, unintended bequests, and family turmoil if not adequately monitored.

Some Estate Planning Steps for 2020

February 3, 2020

This time of the year is a great time to revisit your estate plan so you can ensure your legacy is protected for years to come.

The SECURE Act May Mean Changes to Estate Plans?

January 21, 2020

These changes are so significant that plan holders should review their wishes and how their estate plans may be affected.

What is the Average American Saving for Retirement?

November 5, 2019

What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’

Some Do’s When Inheriting

July 31, 2019

Are you inheriting money from a relative? Or receiving funds from a lawsuit? Or planning to be a lucky lottery winner?

Your Last Will and Testament Isn’t the End of Your Estate Planning

June 17, 2019

Your estate plan isn’t finished just because your attorney has drawn up a will. Proper asset titling is the next step.

When a Spouse Needs Nursing Home Care

May 31, 2019

Let’s take one couple, Tom and Louise, who have been married to each other for over 50 years and live in the same home they bought when they first got married.

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