Many readers ask me if there are any advantages in naming a trust as an IRA beneficiary. Although the IRS made slight improvements in the SECURE Act regulations in July, using a trust as an IRA ...

Q. One of my co-workers recently told me that instead of naming his children as remainder beneficiaries of his IRA, he named his Revocable Trust. Is this something I should be thinking about? A.

Jeffrey "the Buckinghammer" Levine of Buckingham Wealth Partners evaluates the pros and cons of naming a trust as your IRA beneficiary. He explains the importance of this decision and has a ...

Although the money you save in a traditional individual retirement account (IRA) is often tax-deferred, the value of the IRA assets is included in your taxable estate and may be subject to federal and ...

Does it ever make sense to leave an Individual Retirement Account (IRA) to a trust for named beneficiaries instead of directly to the beneficiaries? This was once the best way to leave an IRA to a ...

The election by the spouse beneficiary of an IRA will affect the rate at which distributions must be taken and the income tax owed. And with the new restrictions explained under the proposed required ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

My mother-in-law is 86 and my sister-in-law is 58. My sister-in-law wants to have guardianship of my mother-in-law. They both reside in an apartment my husband and I built in Wisconsin to accommodate ...