Handle an inherited IRA with care -
An inherited IRA can be a welcome financial windfall. But the rules governing required minimum distributions (RMDs) from these tax-deferred accounts are complex. IRA recipients should...more
Pay attention to securities laws when planning your estate -
Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider...more
12/28/2022
/ 401k ,
Asset Management ,
Beneficiaries ,
Disabled Children ,
Document Management ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inheritance ,
Retirement Plan ,
Securities ,
Successors ,
Trustees
Getting remarried?
Understand your spouse’s inheritance rights -
If you’re getting remarried, you may have very different expectations than you did when you married the first time, especially when it comes to estate...more
The SECURE Act -
What it means for your retirement and estate plans -
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the most significant pieces of retirement plan legislation in...more