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My aunt passed away and left her IRA with a The Private Trust as beneficiary.  I am a beneficiary of...

Hey there.  My first post here.  I was just thinking about this today and was wondering if I may have...

Participant passed about 3.5 years ago.  Participant had a will with a pour over provision that directed assets into a...

I have a client who is 74 years old and will be retiring in August, 2024.  She only has a...

I would like confirmation on a few different scenarios regarding successor beneficiaries and the new rules under Secure Act. Will...

One of the more interesting rules (if any could be called “interesting”) from the 2022 IRS proposed regulations requires spouse beneficiaries in some situations to take RMDs (required minimum distributions) before doing a spousal rollover.

When investigating how numerous service providers would handle payouts of my Traditional IRA, Roth IRA, and life insurance to my...

QUESTION: Do required minimum distributions (RMDs) need to be taken when a non-spouse beneficiary inherits Roth IRA? It seems this has been a point of confusion for some time.

I have a client that needs to have money sent to a title company from her IRA to cover the...

If you are charitably inclined and have an IRA, a Qualified Charitable Distribution (QCD) can be a great strategy. With a QCD, you can move IRA funds to the charity of your choice tax-free. Here are 12 QCD rules you must know.