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Recent Posts in IRA Category

Protect Your Beneficiaries with an IRA Trust

Those with significant assets they wish to control and protect once they pass to the beneficiary should seriously consider setting up a revocable living trust. You may have heard them referred to as ...
Continue reading "Protect Your Beneficiaries with an IRA Trust" »

Give a Beneficiary Your Assets Without Creating an Income Tax Burden: Create an IRA Trust

IRAs are great vehicles for personal retirement finances. Depending on the nature of your IRA, they might enable you to make withdrawals without any additional taxes or the funds were allowed to grow ...
Continue reading "Give a Beneficiary Your Assets Without Creating an Income Tax Burden: Create an IRA Trust" »

Leaving Your Assets to an IRA Trust to Create a Family Fortune

Turning your IRA into a family fortune is as simple as leaving your assets to an IRA trust. According to an article by The Street, an estate planning attorney often helps families minimize taxes while ...
Continue reading "Leaving Your Assets to an IRA Trust to Create a Family Fortune" »
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