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Naming a Trust as IRA Beneficiary

Naming a Trust as IRA Beneficiary

Are you considering naming a trust as your IRA beneficiary?  Here are 5 things to know beforehand. Naming a trust your IRA beneficiary is much less common than naming one or more persons, but it is not altogether rare.  Unlike a will—which essentially only identifies...
Minors and IRAs

Minors and IRAs

Can a minor open and contribute to an IRA? There is no age restriction for contributing to a Traditional or Roth IRA. The primary eligibility requirement is that a person must have eligible compensation. Some examples of eligible compensation for IRA contributions...
A Refresher on Recharacterizations

A Refresher on Recharacterizations

One of our IRA owners died last year. His daughter, who is the executrix of his estate, came in today and asked to recharacterize his 2021 Roth IRA contribution because he was not eligible to make that contribution. May she do this? Yes. According to Treasury...

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