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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.

The SECURE Act will affect how people use their retirement accounts. Here’s a rundown of what the act could mean for your retirement.

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.