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
Your Health Savings Account can be a stealth IRA
Generally, people don’t think about a Health Savings Account (HSA) as a savings account. The…
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Bank Accounts are Not Wills
It seems that some people are allergic to the thought of estate planning and creating…
Read MoreCharitable donations from your IRA could save taxes
Congress has revived a law that lets you make charitable donations directly from your IRA,…
Read MoreInherited IRAs aren’t protected from creditors
If you’re planning to leave an IRA or other retirement account to your heirs, you…
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