Social

Tag Archives | IRA asset protection

SECURE Act Passes; Review IRA Estate Planning

The Grinch who stole Christmas is alive and well this year—in the US Congress. Our Representatives and Senators passed a bill that negatively affects the middle and working class by changing the rules of passing on an IRA. Now adult children who inherit IRAs will be required to drain them within 10 years and pay […]

Continue Reading 2

Avoid Costly IRA Mistakes

Investing through an IRA is a foundational method of retirement saving. Opening and contributing to an individual retirement account is not hard. That doesn’t mean IRAs are simple and easy to understand. Learning how to avoid IRA mistakes can save you money.

Continue Reading