Subscribe to Our Newsletter

Sign up with your email address to receive news and updates.

Russell W. Hall, CFP®, CPWA® 4/30/26 Russell W. Hall, CFP®, CPWA® 4/30/26

Think Twice Before Naming Your Trust as Beneficiary

We updated our guide on naming your trust as a retirement account beneficiary. Learn when it helps and when a simpler approach may serve you better.

Here are some points to consider when trying to decide how much money to leave your children.

When you turn 70.5, you need to take required minimum distributions. We cover how RMDs work, how they’re taxed, and other key points.