New limits are now being considered by Congress for IRA beneficiaries who are children who are no longer minors and grandchildren. The limits would not apply to certain other beneficiaries. This article covers what you need to know about the likely changes for next year.
Necessary Action Steps for a Surviving Spouse*
Protect your Future Self by Establishing a Power of Attorney.
Who will act on your behalf if you are unable to? This is a question we should all, at some point in our lives, be asking ourselves. Granting a power of attorney is an important tool that can help protect yourself both personally and financially. There are several different types of powers of attorney that are specifically designed for different purposes.