On both the giving and the receiving end, there are things that are important to consider in naming IRA beneficiaries.
Who Wants to Be an IRA Beneficiary?
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Caring For Generations
IRAs in estate planning
Getting It Just Right on Roth IRA Conversions
On Behalf of Rebecca W. Geyer & Associates P.C. | Mar 24, 2021 | IRAs in estate planning
The SECURE Act opened up new opportuntities for both estate and retirement planning based around IRA conversionns.
IRA Ins and Outs under CARES and SECURE
On Behalf of Rebecca W. Geyer & Associates P.C. | Dec 2, 2020 | estate and tax planning, estate planning in Indiana, IRAs in estate planning, philanthropy
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
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