How Does a Trust or Estate Impact the Beneficiary Designation? As an initial matter, it’s critical to remember that when a trust is listed as an IRA beneficiary, it really is the trust itself is ...

I want to have a plan in place to make sure my daughter is taken care of if I die, so I'm making setting up a trust a ...

Instead of withdrawing all the funds by the end of a decade, these "eligible designated beneficiaries ... a charitable remainder trust (CRT) as the beneficiary of your IRA. This alternative ...

If you’re in the designated beneficiaries group ... trusts can be bad news It is possible to list a trust as a primary beneficiary of an IRA. It is also possible that this will go horribly ...

Can I be my own beneficiary? When you hold a financial account, you’re entitled to its assets as long as you’re alive. The ...

“One creative strategy around the 10-year rule, for those who are charitably inclined, is naming a charitable remainder trust as a beneficiary to your IRA,” said Jonathan Shenkman, president ...

Courts often limit the investment options available to minor children with inherited 401(k)s, so designating a trust as the beneficiary preserves their investing alternatives. You can also ...

You qualify as an eligible designated beneficiary if: Under the old rules, which apply if your loved one passed away in 2019 or earlier, you have to take RMDs when you inherit a Roth IRA from ...

Much has been written about The Secure Act since it went into effect on Jan. 1, 2020. One popular topic has been the exceptions to one of the act’s primary changes, eliminating the use of so ...