IRAs

Posted on October 21, 2007

Watch Out for Vanguard and its IRA Beneficiary Designation Policy

Vanguard now requires its customers to have identical benefciary designations for all IRAs of the same type.  Click “Continue Reading” for the…

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Category: IRAs
Posted on August 29, 2007

Retirement Accounts and Income Taxes vs. Estate Taxes

This posting provides a brief explanation of the advantages and disadvantages of funding a Family Trust (aka Bypass or Credit-Shelter Trust, or…

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Category: IRAs
Posted on July 20, 2007

Inherited IRA Not Creditor Protected

The IRA you inherited from your parents, or that your kids might inherit from you, may not be safe from lawsuits.  Jim…

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Category: IRAs
Posted on June 29, 2007

Why Establish an IRA Trust?

In 2005 a Private Letter ruling was issued by the IRA approving a specially designed “IRA Trust” that offers maximum protection and…

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Category: IRAs
Posted on May 28, 2007

Everything You Always Wanted to Know about IRAs

I know it’s Memorial Day weekend, but being the compulsive tax lawyer that I am, I just finished reading two books by…

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Category: IRAs
Posted on April 20, 2007

IRA Expert Ed Slott Recommends Standalone IRA Trusts

I recently attended a two day seminar by nationally recognized IRA expert Ed Slott, CPA.  If the protection of a trust for IRA beneficiaries…

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Category: IRAs
Posted on April 9, 2007

10 Questions Advisors Must Ask about IRA Custodial Documents

More helpful information on IRAs from expert Ed Slott: Financial advisors should make sure they know the following about the IRAs they…

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Category: IRAs
Posted on March 23, 2007

Top 10 Must-Dos for IRAs

t’s vitally important to make sure that the proper beneficiaries are designated for your IRAs and other retirement accounts, since the beneficiary…

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Category: IRAs
Posted on November 19, 2006

Owning Real Estate in an IRA

Owning real estate in a self-directed IRA can seem like a great way to save for retirement.  However, I have found that…

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Category: IRAs
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