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T-IRA owner died pre-secure Act 1.0 & after his RBD for RMDs Beneficiary, the son, has been stretching payouts for...

We have a client that wants to donate from his IRA to a charity. He meets the criteria for a...

How does an Eligible Designated Beneficiary elect the stretch IRA option for RMDs? In this example a sibling in their...

If the Grinch and Bad Santa both passed their FINRA Series 7 exam and decided to open an investment advisory firm, I’m pretty sure they would combine forces to intentionally deliver some of the WORST financial advice possible. Here are some of their truly terrible, hideously horrible, good-for-nothing planning ideas:

Client who was already taking RMDs died in late October. Her annual RMD, which was scheduled for Nov 1st and...

An estate planning attorney is directing us that there is a different procedure between Traditional IRA and Roth IRA RMDs...

Hi Everyone, I have a wholesaler telling me that I can start income on his lifetime income FIA, and with...

Thanksgiving is almost here! This is a time for us to gather together and express our gratitude for all the good things in our lives. When it comes to our retirement accounts, we frequently complain about the negatives, such as the many IRA rules that are way too complicated and confusing.

My father is 84 yrs old, he currently has a traditional IRA with Fidelity Investments and has been taking his...

A single 91 year old passes away without taking his 2023 traditional IRA RMD. His Estate is listed as the...