Estate Planning Pitfall – Watch out for IRA traps
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Description
Abstract: An IRA can be a valuable estate planning tool, offering tax-deferred growth (tax-free in the case of a Roth IRA) and asset protection. But two recent developments create traps for the unwary: the “one-rollover-per-year” rule and an inherited IRA’s exposure to creditors in the event of bankruptcy. This article looks at the details of each.
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