The key to managing your inherited IRA well is understanding your options at each step of the process, from inheriting, to transfers or rollovers and management, to taking distributions.
As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.
The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
