Watch Out for Vanguard and its IRA Beneficiary Designation Policy

Posted on: October 21st, 2007
Vanguard now requires its customers to have identical benefciary designations for all IRAs of the same type. Click "Continue Reading" for the full article....

Retirement Accounts and Income Taxes vs. Estate Taxes

Posted on: August 29th, 2007
This posting provides a brief explanation of the advantages and disadvantages of funding a Family Trust (aka Bypass or Credit-Shelter Trust, or Trust B) with an IRA or other retirement accounts. ...

Inherited IRA Not Creditor Protected

Posted on: July 20th, 2007
The IRA you inherited from your parents, or that your kids might inherit from you, may not be safe from lawsuits. Jim Roberts, of Glast, Phillips & Murray, P.C. in Dallas, reports on a U.S. Bankruptcy case interpreting Texas law on this issue:...

Why Establish an IRA Trust?

Posted on: June 29th, 2007
In 2005 a Private Letter ruling was issued by the IRA approving a specially designed "IRA Trust" that offers maximum protection and flexibility while allowing the beneficiaries to "stretch" their shares of the IRA over their life expectancies. ...

Everything You Always Wanted to Know about IRAs

Posted on: May 28th, 2007
I know it’s Memorial Day weekend, but being the compulsive tax lawyer that I am, I just finished reading two books by CPA and IRA expert Ed Slott – The Retirement Savings Time Bomb…and How to Defuse It and Parlay Your IRA Into a Family Fortune. ...

IRA Expert Ed Slott Recommends Standalone IRA Trusts

Posted on: April 20th, 2007
I recently attended a two day seminar by nationally recognized IRA expert Ed Slott, CPA. If the protection of a trust for IRA beneficiaries is desired, Slott says that the best way is to have the IRA paid to a Standalone IRA Trust. ...
Posts: 1 2 3 4 5 6 7 All