IRS Five-Year Rule: Key Tax Implications for Inherited Annuities
Learn how the IRS five-year rule affects inherited annuities, its tax implications, and strategies for beneficiaries and owners to optimize estate plans and minimize tax liabilities.
Estate Planning and Beneficiary Designations for Charitable Gifts in Insurance and Financial Accounts
Explore best practices for naming charitable beneficiaries on life insurance, IRAs, and financial accounts to optimize estate planning and support nonprofit legacies.