Categories
- 401(k)
- Annuities
- Basis of IRA
- Beneficiary Forms
- Budgeting
- Charities
- Distributions
- Due Date of IRA Contributions
- Ed Slott
- Estates
- Finances
- Five Year Rule for Roths
- Inherited IRAs
- IRA
- IRA Cataegories
- IRA Trusts
- Penalties
- Reasons not to convert to a Roth
- Required Minimum Distributions
- Retirement Projections
- RMD
- Rollover IRA
- Roth IRA
- Roth IRA Advantages
- Roth IRA Categories
- Saver's Credit
- Self-directed IRAs
- Seminars
- Social Security
- Tax Rates
- Twitter Posts
- Uncategorized
- Wrap Fees
Category Archives: IRA Trusts
Why are IRAs Different Than Other Assets?
The beneficiary forms determines who inherits the IRA, not your will IRAs have required distributions IRAs have a set of complex distribution rules during life and after death
Posted in Beneficiary Forms, IRA, IRA Trusts
Tagged IRA Charateristics, IRAs, IRAs are Different
Leave a comment
Self-Directed IRAs and Trusts as Beneficiaries of IRAs
I attended Ed Slott’s Elite IRA Advisor workshop in Chicago on Friday and Saturday. There were 200 plus advisors attending the workshop. Ed and his staff went over some recent court cases regarding IRA issues. One of the sessions was … Continue reading
Posted in IRA Trusts, Self-directed IRAs
Leave a comment
