Tag Archives: IRA Beneficiary
Estate Planning Tips for Wealthy Retirees After the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, recently signed into law by President Trump, has some wide-reaching impacts, particularly in the realms of retirement and estate planning. The main effects of the law are that it modified required minimum distribution rules for retirement plans, expanded retirement plan access and increased lifetime income […]
Choosing an IRA Beneficiary
If you wish to control who receives your individual retirement account (IRA) payouts after your passing, you do not do so through your will. Instead, you name a beneficiary for the account (and in most cases, a backup beneficiary as well). If you do not designate a beneficiary or do not complete the form properly, […]