There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

Following our series on how to serve and protect yourself as a trustee for your family, it only makes sense to talk about the other side of the equation ─ being a beneficiary. Unlike trustees, who ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what ...

Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

Advice offered by Marc Hebert, president of The Harbor Group Inc., a certified financial planner. If you have any questions about finance or if you'd like to suggest a future topic, email ...

Here’s a question I get at least once a week: “I’m dealing with a trust that holds an inherited IRA. Can the trustee transfer that IRA out to the individual ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Many estate planners believe that their job is done when the beneficiaries avoid probate and receive their inheritance. However, when beneficiaries receive their inheritance in their name outright, ...

Most working Americans use an Investment Retirement Account (IRA) as their main vehicle for retirement planning. If your client also chooses an IRA to leave assets to their family, naming a trust as ...