Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...

If charitable giving is part of your legacy plan, which assets you leave to charity can matter, especially if you have other beneficiaries. Many investors focus on the size of their charitable gifts ...

Q. One of my co-workers recently told me that instead of naming his children as remainder beneficiaries of his IRA, he named his Revocable Trust. Is this something I should be thinking about? A.

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

You might not have thought much about bene-ficiary designations - but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

LONG BEACH, CA, UNITED STATES, June 27, 2025 /EINPresswire.com/ -- Serenity Wealth Management, a prominent independent fiduciary advisory firm, points out that more ...

Dear Mr. Premack: My mother-in-law died (90 years old) and left a traditional IRA to her estate. She did not name beneficiaries, she has four sons, but checked the estate box. I keep getting ...

If you want to leave your individual retirement account (IRA) to your grandchildren, you should know that minors can’t inherit an IRA directly. Instead, a custodian should be appointed until the minor ...