BEQUEST OF IRA TO FAMILY MEMBERS Spousal Rollover When an IRA owner passes away, the IRA is transferred according to the IRA beneficiary designation form. If the IRA owner passes away with the surviving spouse as the sole beneficiary, theRead More »

Introduction According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool of individually held retirement-type assets in the U.S. This is up significantly from theRead More »

Ohio Dominican University has received more than $32,000 in endowment distributions from The Catholic Foundation. Mar 20, 2018 Ohio Dominican University has received more than $32,000 in endowment distributions from The Catholic Foundation. The funds will help provide scholarship assistanceRead More »