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IRA Allowed to Be Transferred Out of Trust
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Although the SECURE Act made significant changes to the required minimum distribution rules, those related to trusts as designated beneficiaries remain the same.
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Top 5 Beneficiary-Form Boo-Boos
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Naming beneficiaries should be the easiest task when it comes to estate planning, right? Many people get this basic task all wrong, much to the joy of ex-spouses, the IRS, and tabloids angling for a nasty inheritance scoop.
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Inheriting Retirement Benefits After the SECURE Act
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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.
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Outline - IYE Week 6 - Retirement Account Planning - Michael A. Simon & Peter Kote - Fall 2020
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“Retirement Account Planning” Presentation by Michael A. Simon & Peter Kote for the fall 2020 workshop series
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Inheriting Retirement Benefits After the SECURE Act
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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.
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Five Ways Trusteed IRAs Can Keep A Good Thing Going
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Combine the tax advantages of an IRA with the flexibility and control of a Trust.
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Top 5 Beneficiary-Form Boo-Boos
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Naming beneficiaries should be the easiest task when it comes to estate planning, right? If only.
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Kitces: Maximize the IRA stretch
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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.
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Five Things to Know About Inherited IRAs
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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.”
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10 common IRA distribution mistakes
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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.
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