Estate planning for young adults is a quick and usually inexpensive process that leaves you feeling empowered. Here are important steps along the path of estate planning for the young, healthy, and childless.
The pending phase-out of the stretch IRA has many account owners and advisors reviewing existing plans. The end of the stretch IRA would impact Standalone Retirement Trusts.
Last year, the DOL issued a new rule regarding fiduciaries of retirement accounts that will start to apply to providers in less than five months. Now financial service providers are implementing changes to ensure future compliance.