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Know Your IRA

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Planning For Multiple Beneficiaries in 5 Easy Steps

Multiple beneficiaries exist when an individual names more than one beneficiary for their IRA. When you want your IRA assets to go to more than one person or entity without having to incur additional fees or paperwork by maintaining separate accounts for each beneficiary.

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Calculating Your RMD in 5 Easy Steps

An RMD is the minimum amount that must be withdrawn from a retirement account each year. Traditional IRA owners are subject to RMDs beginning in the year in which they turn 70 ½. Beneficiaries of IRAs and/or Roth IRAs are subject to RMDs beginning in the year after the year of the IRA (or Roth IRA) account owner’s death.

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