IRA Missteps – A lack of knowledge can lead to problems and disappointments for your heirs.

Be vigilant, and be knowledgeable. Do you want to hand your heirs big tax problems? Would you like to hand the IRS a sizable chunk of your wealth? Probably not. But if you misunderstand the rules when it comes to inherited IRAs, you just might. Here are some missteps that IRA owners and IRA heirs […]

By |August 26th, 2011|Estate Planning|
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