Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...

Americans held $33 trillion in individual retirement accounts in 2022, and many of those IRA holders have yet to withdraw their funds and pay taxes on them. With the total debt of the U.S. federal ...

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in 2019, brought significant changes to retirement account distribution rules. The subsequent passage of SECURE ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

Does your estate plan include a large retirement account that you are planning to leave to your child(ren) or other family members?

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...