The SECURE Act changed the rules for many individuals who inherited individual retirement accounts. However, even though SECURE took effect five years ago, advisors continue to receive questions from ...

When family politics enter the picture, things can get complicated.

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

In a recent issue of his monthly newsletter (irahelp.com), IRA expert Ed Slott answered some common questions from IRA owners and beneficiaries in light of changes wrought by the SECURE 2.0 Act, which ...

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...