Naming grandchildren as beneficiaries of traditional IRAs used to be a popular estate-planning strategy. Grandchildren had their lifetimes to empty an inherited IRA, which also let them stretch out income-tax payments on the assets. NO LONGER Under 2020 required...
Retirement
Are pastors retiring at an older age?
The two leading presidential candidates in the polls today are 81 years old and 77 years old. Bob Iger returned to Disney as CEO. He will be 73 years old in February. Football coaches are getting older. Nick Saban and Mack Brown are both 72 years old. What about...
Tools to Help Employees With Their Retirement Plans
Technology is transforming the retirement transition for everyone, including those without financial advisers. Digital tools are interactive experiences designed to engage users with a combination of personalization and gamification, making their retirement experience...