Archive - June 2018

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Planning Ensures that Your IRA Beneficiaries Benefit
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No Application Required

Planning Ensures that Your IRA Beneficiaries Benefit

Dos and Don’ts for Leaving IRA Assets to Your Loved Ones” to help people ensure that their hard work and estate planning efforts really benefit the people they care about.

Much, but not all of the advice, relates to how you designate  your IRA beneficiaries. This involves preparation on your part but this diligence ahead of time can save your heirs a lot of grief later. Here are just a  few of Morningstar‘s suggestions:

It seems very basic to say this but first you need to designate a beneficiary. If you haven’t actually named beneficiaries, start there. …

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No Application Required

Generally, in order to begin receiving Social Security benefits, you must submit an application to the Social Security Administration. Similarly, an application is required (in general) in order to receive Medicare benefits. But there are some circumstances where you can begin receiving Social Security benefits or Medicare without the need for an application.

In general, these cases are situations where you’re already receiving Social Security benefits on another program, such as Social Security Disability Income (SSDI), and you’ve reached Full Retirement Age (FRA).

When a Medicare application is not required
  • If you’re already receiving Social Security retirement benefits or SSDI
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