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Should You Use a Irrevocable Trust for your IRA?

October 8, 2010 by Roger Levine, Estate Planning Attorney

When you pass away any funds that are left in your IRA will pass to your chosen beneficiary. In most cases, there is a good chance funds will be left to be inherited. Directly to Heir Passing funds directly to an heir creates three potential problems: if your heir withdraws all at once, he or she will owe income taxes on the entire account, your … [Read more...]

Filed Under: Estate Planning, inheritance planning Tagged With: Estate Planning, Financial Planning, Retirement Planning

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