If you’re completing your own estate planning, there’s a chance that an IRA is one of the biggest assets in…
If you’re completing your own estate planning, there’s a chance that an IRA is one of the biggest assets in…
I hope all of my readers continue to be well. In my May 1 posting, I wrote about how the…
I hope all of my readers are well. In my last posting, I wrote about how the CARES Act waives…
It’s already quite complex to designate a trust as a beneficiary of your IRA in Pasadena, and unfortunately this isn’t…
A surviving spouse has three primary options upon inheriting a 401(k). The first of these is to leave the funds…
Now is the time to start thinking about how you can leave money behind to your heirs. One of the…
The rules that apply to an inherited Roth IRA will depend significantly on who the beneficiary is. That is because,…
The Tax Cuts and Jobs Act made big changes to the way that everyone in the country will pay taxes…
Many retired folks have both Roth and traditional tax-deferred IRAs. The conventional wisdom has been that it is better to…
Many retirees hold both a tax-free Roth IRA and a tax-deferred traditional IRA or 401(k). The general wisdom is that…
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