July 14, 2022 •
Estate Planning 
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
Read MoreMay 16, 2022 •
Estate Planning 
Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.
Read MoreFebruary 15, 2022 •
Estate Planning 
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
Read MoreDecember 16, 2021 •
Estate Planning 
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
Read MoreJuly 12, 2021 •
Estate Planning ![]()
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
Read MoreMarch 25, 2021 •
Estate Planning ![]()
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
Read MoreDecember 21, 2020 •
Estate Planning ![]()
IRAs are a great way to save for retirement, but what happens if you contribute to a Roth IRA and your income is too high? Or you contribute more than you're allowed to a Roth or traditional IRA?
Read MoreApril 13, 2020 •
Estate Planning 
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
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