What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA. The trust would inherit the IRA upon … [Read More...] about Can You Put Your IRA into a Trust?
What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Int … [Read More...] about What if You Get Audited?
Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, … [Read More...] about Tax Moves to Consider in Summer
What they are; why they matter. For many investors, it can be tempting to think of one's portfolio in terms of “gains” or “losses.” True, t … [Read More...] about Unrealized Loss and Gain
Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have … [Read More...] about Making Investment Decisions