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Natalie B. Choate focuses on SECURE Act questions she’s been receiving about inherited individual retirement accounts and other retirement benefits.

Combine the tax advantages of an IRA with the flexibility and control of a Trust.

Naming beneficiaries should be the easiest task when it comes to estate planning, right? If only.

The A-B trust strategy has long been a staple of planners to help minimize their clients’ estate taxes. However, a significant complication of this approach occurs when the only, or primary, asset available to fund the trust is a retirement account such as an IRA.

If you’ve been designated as the beneficiary of a traditional or Roth IRA, it’s important that you understand the special rules that apply to “inherited IRAs.”

The end of the year still seems far off for clients with individual retirement accounts who must take required minimum distributions by that time. But it’s never too early to start planning for it.

Lawmakers’ approvals at the end of 2015 ONCE again brought qualified charitable distributions back to life.

Taxes are a growing concern among clients, particular high-net-worth individuals.

Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs).

Is the Roth IRA Conversion For Me?