Retirement
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…
Categories
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…
Categories
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…
Categories
Category: IRAs
