Naming a Trust as IRA Beneficiary? Follow 4 Rules to Avoid a Tax Bomb for Heirs
By Dinah Wisenberg BrinFailure to properly structure the trust could result in a compressed payout schedule at a 37% tax rate.
June 10, 2026
Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income ProgramThe new program will use a different legal framework than Fidelity's existing in-plan annuitization options.
June 08, 2026
Cetera Hit With Class-Action Suit Over Cash Sweep ProgramThe BD paid interest rates as low as 0.06% as the federal funds rate surged, the suit says.
May 29, 2026
10 New Retirement Savings Stats: FidelityBoth 401(k) and 403(b) savings rates set records, research finds, while IRA contributions also reached new highs.
May 18, 2026
Fidelity's $2.5M Data Breach Settlement: What Clients Should KnowPayments to eligible investors are expected to be $100; those who can prove monetary losses can collect more.
May 14, 2026
Fidelity Expands Service Fee to More ETFsThe affected ETFs' issuers don't pay Fidelity an asset-based fee to appear on its platform.
May 07, 2026
Fidelity Cuts 800-1,000 Jobs: ReportsAt the same time, several thousand new employees may be hired, according to news reports.
April 29, 2026
Fidelity Mandates 5 Days in Office, Ending Hybrid PolicyThe mandate takes effect in September, when the firm will move into new offices in the Boston Seaport District.