Lena Rizkallah

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Lena Rizkallah, a ‘recovering attorney,’ has been in the financial industry for almost 20 years focusing on researching, writing and presenting on retirement planning, income tax strategies and guaranteed income. She has worked for JP Morgan, Prudential Financial and John Hancock and is the founder of Retirement Insights Lab, which captures trends and delivers insights on retirement for financial companies.

Lena’s Recent activity

Beware Naming a Trust as Designated Beneficiary of an IRA

Jun 17, 2019

Surviving spouse treated as designated beneficiary of Roth IRA in recent PLR.

The Importance of Proper Beneficiary Designations

Feb 13, 2019

IRS rules no income taxes for IRA assets spouse acquired directly from decedent.