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    Product R + D

    Trusts & IRAs in 2025: What to Know Under the New RMD Rules

    by FIG Marketing October 2, 2025
    written by FIG Marketing

    IRA beneficiaries face a new reality in 2025, with the IRS’s final required minimum distribution (RMD) regulations that came into force on January 1, 2025. These rules have substantial implications for trusts, whether “see-through,” conduit, or accumulation, and how inherited IRAs are handled.

    As estate and trust planners advise clients, this is potentially the year that naming conventions and trust structures matter more than ever. Here’s how to get it right.

    Continue Reading
    October 2, 2025
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  • Product R + D

    The $15 Million Era: How OBBBA Rewrites Estate Planning in 2025

    by FIG Marketing September 25, 2025
    by FIG Marketing September 25, 2025

    Estate planning strategies just got a little more certain. For now. The One Big Beautiful Bill Act (OBBBA) that passed in July 2025, cements a permanent increase in the federal estate and …

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  • FIG NewsPress

    PRESS RELEASE: Financial Independence Group Commits to Multi-Year Partnership with FinServ Foundation to Advance NextGen Talent in Financial Services

    by FIG Marketing September 16, 2025
    by FIG Marketing September 16, 2025

    PHILADELPHIA, Sept. 10, 2025 (GLOBE NEWSWIRE) – FinServ Foundation today announced a multi-year partnership with Financial Independence Group (FIG) to expand its efforts in developing the next generation of financial advisors and professionals. The …

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FIG Marketing
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