IRA - Idaho Estate Planning

Estate Planning in Idaho - Inheriting an IRA

Another oldie but goodie from 2011.Inheriting something is not the same asknowing what to do with it, and that may be especially true with retirementaccounts. A recent article in Forbes discusses stepsto take if you have recently received an inheritance, or if you know that youwill receive an...

Idaho Investors Consider the Versatility of the Roth IRA

If you are used to a traditionalIRA, the Roth IRA may seem peculiar at first when it comes to retirementaccounts. So here’s a brief refresher on all the perks of the esteemed RothIRA. A recent Kiplinger’s article, titled “Why You Should Open a Roth IRA,” makesthe case for understanding...

A Post-Nuptial Can Complicate Your Idaho Retirement Plans

It is becoming more and morecommon for a marriage to start with an agreement; and we are not talking aboutthe type of cake served at the reception. Nowadays we are seeing an rise inpre-nuptial or even post-nuptial agreements before anyone walks down the aisle.If you are considering this type of...

Understanding the Relationship Between Your IRA and Your Idaho Last Will & Testament

Even though you made sure toprepare your Last Will and Testament, it is not always the final word on thedistribution of your assets. Take for example your IRA. An IRA will be directedby the common beneficiary form – of which you may have completed withoutthinking through the potential...

Real Estate & IRAs in Idaho Can Work Together

Did you know that IRAs can beused to own other types of assets, such as investment property? Most taxpayersdon’t know about some great tax advantages gained with IRAs involving realestate.For those looking to leveragetheir IRAs just a bit more and maybe transfer the ownership of some...
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