Beneficiary Designations
Naming charities and non-individuals as beneficiaries
The tax treatment differs sharply from naming a person, and the drafting details cause more problems than the concept.
Topic
tax
Every Beneficiary Blueprints article tagged tax — 2 pieces across 1 section.
Beneficiary Designations
Inherited retirement accounts and the ten-year rule
Recent legislation compressed the distribution period for most heirs, which changed both the tax outcome and the planning.