Choosing an IRA Beneficiary? Choose Wisely…

Key Takeaways:

  • Your choice of beneficiary(s) for your IRA can have major tax consequences. Choose wisely with your advisor’s counsel.
  • Leaving your IRA to an individual is a simple and flexible solution.
  • Leaving your IRA to a trust is more complex and requires the advice of an experienced estate attorney.

Read Full Blog Post Here…

Written By: Ryan Bornstein, J.D., LL.M

Published By: Independent Thought Blog

January 10, 2017 In: Financial Articles Comments (None)