Although the SECURE Act made significant changes to the required minimum distribution rules, those related to trusts as designated beneficiaries remain the same.
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.
Dimensional Fund Advisors is entering the world of exchange-traded funds where
anyone with a brokerage account will have access to at least three DFA strategies.
The world feels topsy turvy. We are in the midst of the sharpest recession
since the Great Depression, businesses are closing left and right, and
yet for many it doesn’t seem like a recession at all…