Drawing Too Soon on IRAs

Posted on: June 5th, 2013
Americans between the ages of 61 and 70 are withdrawing money from their IRA accounts earlier than necessary. ...

3 Reasons Why You Need IRA Beneficiary Trusts

Posted on: May 27th, 2013
Naming a trust as an IRA beneficiary has become a popular estate planning tool in recent years.* There are many advantages to using an IRA Trust: ...

What Happens if Your Beneficiary Dies Before You Do?

Posted on: May 22nd, 2013
As you prepare your Will and estate plan, you will choose beneficiaries to receive your financial and personal assets. What happens if a beneficiary dies before you do?...

Retirement Savings Change Based on Income Projections

Posted on: May 17th, 2013
The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based on potential voluntary contributions. ...

Distribution Advantages for Spouse IRA Beneficiaries

Posted on: May 5th, 2013
Designating a spouse as a beneficiary of an IRA not only ensures they will have access to retirement accounts in the event their partner passes away, but it offers them unique advantages to which non-spouse beneficiaries are not entitled....

Why You Should Update Your Beneficiaries

Posted on: April 24th, 2013
Neglecting to update beneficiaries, or failing to name them, may leave life insurance and retirement accounts to unintended recipients, create probate expenses, and cause tax problems. ...
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