Retirement Insights

Explore insights for your lifestyle

Planning

5 Ways To Transfer a Home to Your Child

For parents looking to transfer, gift or facilitate property ownership for an adult child, there are a few key things to consider.
When you include your adult child on the title to your home, you now have exposed your home to your child's creditors.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Retirement

How the SECURE Act Impacts Inherited IRAs

Beneficiaries of an inherited IRA may have to withdraw all the money in the account within 10 years. Find out if the rules apply to you.
Under the SECURE Act, rules for inherited IRAs can be tricky to navigate and have significant tax consequences.
Retirement

Using ESOPs for Your Business Exit Strategy

Understanding how an employee stock ownership plan, or ESOP, can benefit your business exit strategy could set you up for greater success.
While ESOPs can have a positive impact on a company, it’s important to understand the ins and outs of establishing one—including how they’re structured and their potential tax advantages.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Estate Planning

Retirement Account Beneficiaries: What You Need to Know

Choosing beneficiaries for your retirement accounts is different from other assets distributed via your will. Here's what you need to know.
You have many options when planning how your retirement accounts will transfer.
Retirement

How Do Required Minimum Distributions Work?

Get answers to frequently asked questions about how required minimum distributions work.
An RMD is the amount set by the federal government that you're required to withdraw from certain types of retirement accounts each year.

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