Do You Have to Pay Taxes on Inherited IRAs?
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
How Do Special Needs Trusts Work?
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
What Qualifies as a Qualified Charitable Distribution?
Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.
How to Make Beneficiary Designations Better
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
Loss of Stretch IRA is Not Such a Big Deal
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
