Planning to leave your IRA to someone other than your spouse?

By |2017-05-24T13:42:03+00:00February 20th, 2017|Categories: Estate & Trusts|Tags: , , , |

An IRA can be a powerful wealth-building tool, offering tax-deferred growth (tax-free in the case of a Roth IRA), asset protection and other benefits. But if you leave an IRA to your children — or to someone else other than your spouse — these benefits can be lost without careful planning. “Inherited IRA” stretches tax [...]