Trust as IRA Beneficiary? Avoid These Mistakes
By Robert Bloink and William H. ByrnesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 03, 2025
Symetra and Pacific Life Sued Over Annuity Beneficiary ChangesA woman says the moves reduced her death benefits and led to unnecessary taxes.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
April 14, 2025
Wealth.com Integrates eMoney DataThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 02, 2025
Senate Unveils Plan to Fast-Track Tax Cuts, Debt Ceiling HikeIt includes a $4 trillion extension of Trump’s tax cuts and $1.5 trillion in other levy reductions.
April 02, 2025
7 Things for Congress to Know About Life and AnnuitiesLawmakers' tutors gave them this crib sheet in time for the budget and tax fights.
March 25, 2025
When to Consider a Stock Redemption Agreement for ClientsThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.