When you die, you want to make sure that your assets are distributed to your intended beneficiaries. The transfer of retirement plans at death is controlled by beneficiary forms associated with individual plans. Beneficiary forms supersede all other estate planning documents. Directly named, or designated, beneficiaries will be the ones who receive the funds. Beneficiary mistakes can… Continue Reading
Nothing is immune from the far-reaching tentacles of the coronavirus pandemic. One of the problems that can occur when a loved one passes has been exacerbated. The good news is that it can be avoided with proper planning. Continue Reading
Although you can rollover, or return, your 2020 IRA and other retirement plan February 1st to May 15th distributions as a result of the 2020 waiver of RMDs, there’s another strategy that you can use to reduce future years’ income tax liability and optimize lifetime after-tax distributions for you and your heirs. Continue Reading
Use the CARES Act waiver of 2020 required minimum distributions as an opportunity to optimize your retirement income plan. Continue Reading
As a result of a series of three events, there’s an unprecedented opportunity to do a sizable Roth IRA conversion this year. Continue Reading
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