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IRAs


Articles

  • Employees Need to Understand the Rules for Inherited IRAs - Part IV

    In the fourth of four columns discussing the rules for “inherited” IRAs, this week’s column discusses the rules for naming trusts as IRA beneficiaries. Specific IRS requirements for naming a trust as an IRA beneficiary is presented. Two potential IRS traps associated with naming trusts as IRA beneficiaries are also presented together with some suggestions to avoid these traps. View More

  • Employees need to understand the rules for inherited IRAs - Part III

    In the third of four columns discussing the rules for “inherited” IRAs, this week’s column discusses the rules for non-spousal beneficiaries of “inherited” IRAs such as children and siblings. The column will present the withdrawal options for a non-spousal beneficiary of an “inherited” IRA that differ significantly compared to the withdrawal options for a spousal beneficiary. View More


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