Beneficiary

4 Articles total.
IRA Beneficiary Planning Strategies

On Feb 25, 2015 0 104 52

Here†s an estate-planning technique that allows you to lower the tax sting to your heirs, and that reduces your retirement income in case you don†t think you will need all of your Individual Retirement Account funds in retirement...

Designate The Beneficiaries In Your Estate: Don't Cause Unnecessary Hardship To Those You Love

On Feb 25, 2015 0 104 52

It is a sad fact that in our youth orientated culture we often do not take care of basic paperwork in terms of designating our beneficiaries of our estate. It is often not appreciated that even such basic items as pensions and pension plans were seldom discussed or looked into until judgment day , as it may be called ,came to pass ...

IRA Distribution Rules At Death: Critical Knowledge For Good Decisions

On Feb 25, 2015 0 104 52

The distribution rules required at the death of an IRA owner depend on several things: 1. Did the IRA owner die before or after the “required beginning date� 2. Who is the beneficiary? In order to carry out the wishes of the IRA owner, evaluating both practical and estate planning implications of various decisions during the IRA owner's life is essential...

Who Should Be The Beneficiary Of Your IRA?

On Feb 25, 2015 0 104 52

You have a number of choices when it comes to selecting a beneficiary (or beneficiaries) for your IRA. Some are appropriate. Some are mistakes and can lead to delays and expenses in getting the funds to your desired recipients...

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