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Make Charitable Bequests From An IRA

18th February 2010
Use Different Accounts Legacy from your IRA may stretch out benefits to heirs in the long run. Making charitable gifts with appreciated securites is generous. It also offers you tax benefits. As long as you have held the securities more than one yea... Read >
Author: rbuckner

Naming Backup Beneficiaries For Your IRA

16th February 2010
Choosing alternate heirs for your IRA can maximize loved one's tax benefits. Some people build more than enough assets. Even in retirement, they don't need to tap their IRA for living expenses. Such people can hold off taking money from tradtional IRAs... Read >
Author: rbuckner
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