Beneficiary Payouts & Processes

These changes affect beneficiary planning in meaningful ways and will prompt IRA owners to revisit their estate plans, wills, and trusts as they become more and more familiar with the impact of the new rules. Further, the rule changes can drastically change the way IRA administrators manage IRA owner and inherited IRA owner processes and client service strategies. Let us help you distill it down to key information you must gather, and the key questions you must ask, in order to assist your beneficiaries at this critical fork-in-the-road.