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Many individuals are advised by their attorneys to set up a trust. There are a lot of good reasons to have a trust. But you really have to think twice before naming a trust as the beneficiary of an IRA. Read that sentence again – think twice before naming a trust as the beneficiary of an IRA. When that happens, who is the beneficiary of the IRA? Click to find out.

An individual inherited an IRA and later went bankrupt. This is becoming more and more common as more beneficiaries are inheriting IRAs and blowing the money! Now the question becomes, "Are inherited IRAs protected in bankruptcy?"

The US Supreme Court has accepted a case that may resolve the inconsistent court treatment of inherited IRA creditor protection....

With Thanksgiving just days away, let’s reflect on some of the IRA rules you should be thankful for this year.

There’s a common belief that if you have a 401(k) plan where you work and you contribute to it, you’re not allowed to also contribute to your IRA for the same year. But that’s not true; you’re allowed to contribute to both.

I had an interesting question from an advisor. His married clients don’t like each other anymore. They have considered their options; stay together, get a legal separation, or get a divorce. They have decided to do none of these things.

Good Afternoon, A question was posed today that I’ve never been asked. I coming the board looking for guidance Can...

If someone has separated from service after attaining age 55 and rolls over their lump sum pension into an IRA,...

Does one of your clients have a special needs child? Are you starting to plan yourself for a special needs child? Jeffrey Levine details 3 tips you should follow when planning for a special needs child.

If you are an IRA owner and are over age 70 ½ this year, you have to take your required minimum distribution (RMD) by December 31, 2013. If you want to give money to charity this year and haven’t yet taken your IRA RMD, you should consider giving your RMD directly to the charity.