Wednesday, October 23, 2013

How to handle a death

An Arizona law firm has posted a useful reference guide called What to do when someone dies. The tasks are listed in stages - what should be done immediately, within 24 hours, within a couple of weeks, etc.

IRA distributions under SECURE

The 2019 SECURE Act made a major modification to post-mortem distributions of funds from IRAs and qualified retirement accounts to non-spous...