Archive for June 16th, 2007

Independent Retirement Account – Defined, What Are The Options?

Saturday, June 16th, 2007

There are typically two types of beneficiaries for an Independent Retirement Account (IRA). A beneficiary can be either a spouse or non-spouse, and each group has different options and benefits to receiving money from an inherited IRA.INHERIT INDEPENDENT RETIREMENT ACCOUNT FROM SPOUSEIf you inherit an IRA from a spouse, you ...

Avoid Probate With Proper Asset Titling

Saturday, June 16th, 2007

Thinking about Estate Planning can be very much like looking into a deep pit peering over your toes and looking down into a yawning chasm that seems to get deeper and broader with every passing second. Add the depth and complexity of this topic to the present-day confusion that exists ...

How a Charitable Remainder Trust Avoids Capital Gains

Saturday, June 16th, 2007

Charitable remainder trusts can increase your income, avoid capital gains taxes, lower or eliminate estate taxes, serve as another type of retirement plan, serve humanity and put a warm feeling in your heart. Here is an example that applies to anyone contemplating selling a highly appreciated asset.In the Path of ...