Should I Name A Trust As My IRA Beneficiary?
Before naming a trust as the beneficiary of an IRA, consider the pros, cons, and complexities of doing so. Trusts can provide control over your assets after death, but with a cost and legal complexities.
Is It Time To Review Your Beneficiary Designations?
Relationships change over the years, and you may have forgotten to review your beneficiaries in light of new planning goals. A periodic review will help keep your beneficiary designations in alignment with your overall estate planning goals.
IRS Issues Final Ruling On Inherited IRA RMDs
This new final ruling now requires annual distributions in addition to the 10-Year Rule for most non-spouse beneficiaries of qualified deferred compensation plans.