Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Critter Corner: New IRA Rules Close the Loopholes August 20, 2015 by Renee Eder Dear Commander Bun Bun, I heard that there are some new rules that were proposed by President Obama that IRA owners should know before planning their estate or transferring money between IRAs. Do you know about them and, if so, … [Read more...]