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Beneficiary

Have You Faced This Dilemma with Spousal Contributions? This Week’s Q&A

This week's Slott Report Mailbag looks into IRA beneficiaries, Roth IRAs, and spousal contributions.

The 99% Rule for Spousal Beneficiaries of Retirement Accounts

It sounds funny to say, but death is a part of life for all of us. It’s one of the few things that all of us will have in common at some point, and it’s one of the few issues that must be addressed in every plan. While every situation is unique and we all have our own goals and objectives, the overwhelming majority of married couples with IRAs and other similar accounts, such as 401(k)s and 403(b)s, name their spouse as their primary beneficiary as part of their estate plans. As such, knowing the rules for when a spouse inherits an IRA is critical for just about every married couple.

6 Things Every Non-Spouse IRA Beneficiary Needs to Know

It is not unusual to inherit an IRA from someone who is not your spouse. Many people inherit an IRA from a parent or a sibling. If this is the case for you, here are six things you will want to know.

Did You Have a Loss of Funds in an IRA Thanks to Your Broker’s Illegal Transactions? This Week’s Q&A

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, illegal trades, and PLRs.

So You Think You Need to Name a Trust as the Beneficiary of Your IRA?

In two weeks I had three trusts come across my desk that were named as the beneficiary of the account owner’s IRA. The account owner had now died and the universal question was, “Now what?”

What You Should Know Before You Name an HSA Beneficiary

If you have an HSA, you will want to give some thought to what will happen to this account after your death. The rules are a little tricky and careful planning is important to minimize the tax bite.

Is a Trusteed IRA Right for You?

Trusteed IRAs have been in the news recently. More and more financial organization are making these products available. Is a trusteed IRA a good strategy for you? Here is what you need to know about this increasingly popular option.

After Death, Don't Leave Your Loved Ones This Headache

This week's Slott Report Mailbag looks into beneficiaries, inherited IRAs, RMDs and annuities.

Sending Out an SOS for Those Taking RMDs and Inheriting IRAs

This week's Slott Report Mailbag looks into inherited IRAs, beneficiaries, and RMDs when you are still working.

An IRA Beneficiary Quiz. Can You Pass this Exam?

Most people think it is easy to leave an IRA to their heirs. But is it? The following is a quick quiz. How many of these beneficiary questions can you get correct? The answers are at the end of the quiz.

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