Use caution when creating an IRA inheritance trust
When you hold an IRA, those funds can be distributed to the person you name…
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IRA
Bank Accounts are Not Wills
It seems that some people are allergic to the thought of estate planning and creating…
Read MoreWhat you need to know about required distributions from your IRA or 401(k)
The oldest of America’s 75 million baby boomers are turning 70 this year. That means…
Read MoreCharitable donations from your IRA could save taxes
Congress has revived a law that lets you make charitable donations directly from your IRA,…
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