Strategies for required minimum distributions, rollovers, and transfers for beneficiaries of IRAs and employer-sponsored retirement plans.
Recently issued private letter ruling (PLR) 201821008 is yet another case of a failure to properly designate a beneficiary of a retirement account. Read about
By Denise Appleby, CISP, CRC, CRPS, CRSP, APA Beneficiaries could be saddled with the high cost of account owners’ failure to name beneficiaries for their
Charity is Exception to ‘Contingent Right’, making Trust a ‘Qualified Beneficiary’| PLR 201633025 (click above to read article)