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Articles

Herb White on an Inherited IRA – LIVING WELL Magazine

AN INHERITED IRA: Here are some things to consider
By Herb White, CFP, MBA, East Denver LIVING WELL Magazine
Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster.
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Articles

Brock, Clay, Calhoun & Rogers on Transferring Wealth – LIVING WELL Magazine

TRANSFERRING WEALTH:
NARROW WINDOW, BIG OPPORTUNITY
By Ann Watkins, Attorney at Law, Brock, Clay, Calhoun & Rogers, LLC, North Atlanta LIVING WELL Magazine
Estate tax planning may not be the most stimulating topic of discussion in normal times, but for those of us who plan around estate and gift taxes for a living, recent events have been a veritable roller coaster ride. […]