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Posts tagged "IRA Beneficiaries and Trusts"

IRAs and Estate Planning: Using IRAs to Reach Specific Goals

Many factors affect how an Individual Retirement Account (IRA) fits into an estate plan. The rules for implementing a qualified IRA can be complicated, and while the tax consequences can be beneficial, they can also be serious if the account is not implemented correctly. In order to discover how to put IRAs and estate planning together, you will need to look broadly at your income, assets, and your retirement goals, and then work with a qualified estate planning attorney who knows your situation and your goals.
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