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Inherited IRAs After the SECURE Act: What Every Beneficiary Must Know About the 10-Year Rule
June 14, 2026

Inherited IRAs After the SECURE Act: What Every Beneficiary Must Know About the 10-Year Rule

The SECURE Act eliminated the beloved 'stretch IRA' for most beneficiaries — and most families still don't know it happened. Here's what the 10-year rule means for your inherited IRA, who it affects, and the strategies that can minimize a potentially massive tax bill.

inherited IRASECURE Act
How to Name Beneficiaries Correctly: A Critical Estate Planning Mistake Most Seniors Make
May 15, 2026

How to Name Beneficiaries Correctly: A Critical Estate Planning Mistake Most Seniors Make

Most seniors overlook beneficiary designations on retirement accounts and life insurance policies—a critical mistake that can override their entire estate plan. Learn how to align beneficiary designations with your will and trust, avoid costly tax complications, and ensure your assets pass to the right people.

beneficiary designationsestate planning
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