Many people know how helpful it is to have an Individual Retirement Account, or an IRA. A Roth IRA in particular is ideal, as it may not be subject to tax when the owner makes a withdrawal. However, for those who inherit a Roth IRA, the rules are a bit different. If...
Month: August 2020
How often do you need to update your estate plan?
While many people review their plans every few years, others neglect to touch theirs after creating them. Yours might be mostly sound. But it may need revisions to reflect your current circumstances and wishes. By taking time to review it, you can make sure your...
