is now 
IRAs Need Updated Designated Beneficiary Forms
February 18, 2014
If the owner has not filed an up-to-date beneficiary form, the heir of the estate risks losing a major portion of the IRA value to taxes and fees.
Tag: IRA
Tax-Free IRA Transfers
January 28, 2013
IRA owners age 70½ or older have just a few more days to make tax-free transfers to eligible charities and have them count for tax-year 2012.
