Beneficiary 101: What You Need to Know About Inheriting an IRA
Inheriting an IRA can be both a blessing and a burden. Learn the key rules, tax traps, and smart strategies for spouses and non-spouses to avoid costly mistakes and make the most of your inheritance.
When to Name a Trust as an IRA Beneficiary (And When Not To)
Naming the right beneficiary on your IRA is more than just a formality—it can significantly impact your legacy. In some cases, a trust might make sense, but it’s not always the best choice. Here’s what you need to know.