Happy Mother’s Day! Now, time to get down to business. :) I’d like to give you a few strategies for handling the closing inherited IRA stretch loophole. When it comes to passing down an IRA to the next generation there are generally three things you can do: Important Note: there may be some things you can do while you are alive to change the character of your IRA for more benefits while you are alive and when you are gone,…
I thought today would be a good day to talk about something that can actually help you – something related to estate planning and all that fun stuff. And, we’re NOT going to talk about the coronavirus (this week – maybe next week – cause there’s a BUNCH of interesting things to talk about). Before all of this coronavirus stuff went down, the feds passed some new legislation related to IRA accounts that is very closely related to estate planning….
