The new required minimum distribution (RMD) rules recently issued by the IRS include some good news for trusts named as retirement account beneficiaries.

One of the positive outcomes of the new IRS final SECURE Act regulations on required minimum distributions (RMDs), released on July 18, is that more beneficiaries will be able to stretch RMDs over their lifetime.

With beer pong, there are a number of permutations and in-house rules that can apply. Such is the case with IRA custodians, as there are different in-house rules for different scenarios.

If you're asking, "what's the process when a trust is IRA beneficiary?", then this article will help you with some foundational considerations to cover when it comes to this confusing topic.

If you have a traditional IRA (or a SEP or SIMPLE IRA) and you are age 73 or older during 2023, you must take an RMD by December 31, 2023. But what if your IRA is entirely illiquid? There are some possible solutions.

An advisor called and said his 75-year-old client had just passed away. He had questions about the payout rules applicable to the three IRAs the client left behind: a traditional IRA, a Roth IRA, and an inherited IRA from his sister.

You may not be familiar with the tax code’s “same-property rule” that applies to IRA-to-IRA (and Roth IRA-to-Roth IRA) rollovers. The rule requires that the property received in an IRA distribution must be the same property that is rolled over. Violating the same-property rule results in an IRA distribution becoming ineligible for rollover and therefore taxable.

An estate can become the beneficiary of a person’s IRA in a couple of ways. First, the estate could be named outright as the beneficiary on the beneficiary form. Another way an estate can become the beneficiary of an IRA is if no beneficiary is named at all.

Unlock expert insights into special needs financial planning with Arcadia Berjonneau-Keane's video series. Learn key strategies for securing your child's future now.

Naming a minor as a beneficiary isn't as simple as naming an adult. It involves naming a guardian as well as possibly naming a custodial account. Read on to see all the details.

For women's appreciation month, we're highlighting strategies for women that will guide them to financial health and security.

SECURE 2.0 has modified some rules for special needs trusts. Read to see what those are!