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Daily Archives: July 8, 2016

Are Your Trust And Your IRA Better Together?

Trusts and IRAs are both complex financial tools, and their convergence can lead to some very expensive problems. The proper selection of retirement account beneficiaries is one of the most important estate-planning decisions you’ll ever make. Generally speaking, you’ll want to designate individuals – rather than the estate – as beneficiaries. This permits the IRA to defer distributions for as ... Read More »