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    • How to Pass Down an IRA | ThinkAdvisor

      How to Pass Down an IRA | ThinkAdvisor

      ThinkAdvisor· 3 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...

    • The Savings Game: Explaining successor beneficiaries

      Herald & Review· 2 days 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 ...