Insights: beneficiaries

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SECURE Act and Stretch IRAS

Inherited IRAS Won’t Stretch As Far As They Used To

Up until 2020, the “stretch IRA” concept was commonly used as an estate or legacy planning tool for IRA owners who wanted to leave a significant amount of tax-sheltered assets...

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Plan Asset Rules

What You Should Know About the DOL’s Plan Asset Rules

Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...

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2020 IRA Deadlines

It’s A Date! Managing Your Self-Directed IRA in 2020

Each year seems to fly by faster than the year before. Important dates and deadlines can swoosh past with little warning. To help you manage your self-directed IRA in 2020,...

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IRA Power of Attorney

Who Will Manage Your IRA If You Can’t?

“Hope for the best but prepare for the worst” is a motto many people live by. Having a plan for protection against unknown future possibilities can be comforting. Common measures...

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Inherited an IRA? Understand Your Options

Because IRA owners receive tax benefits for saving in an IRA while they’re alive, the IRA tax laws require that IRA savings must be distributed after the IRA owner’s death....

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Stretching IRA Beneficiary Payments

When inheritance comes in the form of an IRA, beneficiaries have a unique option available to them that not only spreads out the tax liability of their inheritance but allows...

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