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Ed Slott: How Eligible Designated Beneficiaries Changed
Morningstar· 2 days agoChristine Benz: We want to take a look at the rules regarding inherited IRAs, which have changed...
The Savings Game: When trusts and estates are named beneficiaries of IRAs
Herald & Review· 4 days agoIn a recent newsletter, IRA specialist Ed Slott examined the potential drawbacks of naming trusts or...
Relief Extended from Certain Required Minimum Distribution Requirements for Beneficiaries | JD Supra
JD Supra· 4 days agoThe IRS on April 16, 2024, released Notice 2024-35, which extends previously issued temporary relief from certain required minimum distribution (RMD) requirements for beneficiaries under qualified ...
Inherited IRAs: How To Maximize Your Inheritance
GoBankingRates via AOL· 6 days agoInheriting an individual retirement account isn't like inheriting most other assets. With an inherited IRA, there are a lot of moving parts in terms of...
Estates and Wills: Should You Set Up a Revocable or Irrevocable Trust?
GoBankingRates via AOL· 6 days agoEstate planning is critical to preserving generational wealth. For many families, a living trust can...
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning Tale | ThinkAdvisor
ThinkAdvisor· 2 days agoIn Procter and Gamble v. Estate of Jeffrey Rolison, the decedent began participating in the P&G 401(k) in 1987, when he named his then-girlfriend as beneficiary. The couple ...
PBGC names Ann Orr as acting director
Pensions & Investments· 5 days agoAnn Orr has been named acting director of the Pension Benefit Guaranty Corp. President Joe Biden designated Orr to the post on May 3 following the departure of Gordon Hartogensis ...
Extended Relief for Required Minimum Distributions in 2024 | JD Supra
JD Supra· 2 days agoFive years ago, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) made several significant changes to certain distributions required pursuant to Internal ...
Witcher gives $1 million to United Way
The High Point Enterprise, N.C. via Yahoo News· 21 hours agoMay 10—HIGH POINT — The United Way of Greater High Point is the beneficiary of the latest large donation by local businessman and philanthropist Doug Witcher. His $1 million ...
The Biggest Mistakes People Make With Their Wills
Cheapism via AOL· 2 days agoDNY59/istockphoto Disregarding Beneficiaries Designated beneficiaries on financial accounts and life insurance policies will always trump what is written...
