In our last newsletter, Kristan Anderson delved into some of the complexities and planning opportunities surrounding required minimum distributions (RMDs) from retirement accounts.
By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®
When a famous Hollywood actor died unexpectedly in 2008 at age 28, the will he had signed in 2003 named his parents and sisters as the beneficiaries of his estate.