Category Archives: Estates

Lewis RobinsonEstate as a Beneficiary of Your IRA Is Usually a Mistake!

Lewis Robinson (Feb 13, 2011)

If you make your estate the beneficiary of your IRA, you will lose some of the opportunities to stretch the IRA over the life of your beneficiaries. Your objecive in regard to your beneficiary forms should be to allow your … Continue reading

Posted in Estates, Inherited IRAs, Required Minimum Distributions | Leave a comment