IRA Rules and Beneficiary Designations
You can’t take it with you, but you can control who gets it when you go. Beneficiary designations are a crucial element of estate planning and, when done properly, can...
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...
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,...
