When the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance in the way you’d want them to?
There
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As we enter the holiday season, many are in the spirit of giving. A qualified charitable distribution, or QCD, is a solution many IRA owners age 70½ and older
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Knowing your loved ones have financial support upon your passing helps provide peace of mind. With this in mind, many people use life insurance policies and
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Although declining an inheritance seems like an unlikely move, there are situations in which a beneficiary chooses to pass their assets to an alternate
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Designating a nonprofit organization or charity as a beneficiary of your estate is admirable. However, although their tax-exempt status makes IRAs ideal for
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When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary
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If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to effectively manage the account isn’t
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Many are familiar with the adage, “nothing is certain except death and taxes.” If you are married, a time will come when you or your spouse face a grim reality
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Divorce tends to present a myriad of difficulties as couples navigate their new normal. Oversight while splitting financial assets can result in one or both
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Keeping track of your beneficiaries is important. Here is a checklist to help you do just that.
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What is a QLAC (Qualifying Longevity Annuity Contract)? A QLAC is a type of fixed-income annuity that has special attributes and is held in a retirement account
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Here are some IRA New Year's Resolutions to think about as we enter 2024.
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