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Here s How the Proposed Secure Act Regulations Are Tougher on Older Beneficiaries

Once the IRA owner passes the required beginning date, the planning options for the IRA are limited. Here are four things an older IRA owner can do.

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Leaving Retirement Benefits in Trust for Minor Children

These are the options available for parents who want to leave an IRA in trust for the benefit of a minor child.

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Using Retirement Accounts to Provide for a Disabled Child

While Congress has made it easier for parents to leave their IRA to a supplemental needs trust for a disabled child, this does not mean it's the best way to provide for such needs.

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Secure Act Proposed Regulations: Good News and Other News

Natalie Choate shares how new proposed regulations will make leaving benefits to a trust easier.

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New IRS Rules Help Young IRA Owners

IRA owners under the age of 59.5 now may be able to withdraw penalty-free money from their accounts.

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