Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts ...

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts. While you may think it isn’t a big deal, mistakes with beneficiaries can be ...

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...