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    • The Savings Game: Explaining successor beneficiaries

      Herald & Review· 1 day ago

      Q: Can you explain the regulations regarding successor beneficiaries of IRAs? A: A successor beneficiary is the beneficiary who is the named beneficiary of an individual who has inherited an ...

    • I Turn 73 This Year. How Do I Avoid RMD Taxes?

      I Turn 73 This Year. How Do I Avoid RMD Taxes?

      SmartAsset via Yahoo Finance· 6 days ago

      The IRS allows workers to put aside pre-tax earnings in traditional Individual Retirement Accounts, 401(k) and similar workplace accounts, and for all...

    • How to Pass Down an IRA | ThinkAdvisor

      How to Pass Down an IRA | ThinkAdvisor

      ThinkAdvisor· 2 days ago

      The surviving spouse can use the RMD required beginning date of the deceased spouse instead of the required beginning date of their own IRA. This can...