How to Inherit an IRA When a Trust is the Beneficiary – Marotta On Money
Oddly enough, how a trust inherits an IRA is as important as what it does with the IRA after receiving it.| Marotta On Money
Oddly enough, how a trust inherits an IRA is as important as what it does with the IRA after receiving it.| Marotta On Money
For Inherited IRAs, all the Required Minimum Distribution (RMD) rules are complicated. There is no easy case.| Marotta On Money
Inherited RMD rules demonstrates the power and importance of beneficiary designations and why it is so important to set them.| Marotta On Money
A reader asks, "As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?"| Marotta On Money
This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people's wishes.| Marotta On Money
While it is possible a trusted contact may provide you with some protection, it cannot replace a durable power of attorney.| Marotta On Money
Estate planning is a task which is never useful until it is too late to do it.| Marotta On Money
