Preparing heirs before a loved one passes
Individuals may want to prepare heirs with a final planning guide before a loved one passes away.
Tag: heirs
IRS allowing heirs to skip RMDs in 2023
The IRS recently delivered more guidance for heirs on how to handle RMDs with inherited accounts.
Changes to the 10-year rule could surprise retirement account heirs
The IRS is proposing new rules for retirement account distributions including changes to the requirements of the 10-year rule for heirs.
Making inroads with the next generation
Survey found that making connections with the next generation of investors can be challenging.
Planning topics for estates of any size
Wealth transfer requires estate planning whether an estate is large or small.
Four steps to connect with the next generation of investors
Wealth transfer creates opportunity for advice