Depending on your situation, outright beneficiary designations could be a cleaner estate planning solution.| Marotta On Money
Oddly enough, how a trust inherits an IRA is as important as what it does with the IRA after receiving it.| Marotta On Money
Inherited RMD rules demonstrates the power and importance of beneficiary designations and why it is so important to set them.| Marotta On Money
When a spouse inherits retirement account assets, they have the right to do what is called a "Spousal Rollover" or "Spousal Transfer." It is almost always the right option.| Marotta On Money
Although you can have second generation beneficiaries, the first non-spouse designated beneficiary is the last one to receive a new RMD divisor calculation.| Marotta On Money
On May 23, 2019, the House passed the Setting Every Community Up for Retirement Enhancement Act of 2019 with a vote of 417 Yeas and 3 Nays. It is on its way to the Senate.| Marotta On Money
There is unique tax planning involved though when an age 70 1/2 IRA owner was younger than the beneficiary.| Marotta On Money
