5 Things to Know About Valuing Annuities and Other Client Assets
Determining how much any given asset is worth, and when, may be complicated.
3 Types of Designated Beneficiaries You Must Understand
The rules for spouses, unmarried partners and children are different.
IRA Beneficiary Designation Forms
So, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
Required Minimum Distributions and an Account Holder’s Death
IRC Section 401(a)(9) spells out the rules that govern what happens to the account value.