IRAs
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…
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…
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…
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…
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…
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…
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…
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…
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…
