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Dorsey & Company on what you need to know about beneficiary designations – LIVING WELL Magazine

September 29, 2011 LIVING WELL Magazine Comments Off

What You Need to Know About Beneficiary Designations

Courtesy Dorsey & Company, Inc., New Orleans LIVING WELL Magazine
When you think about estate planning, the first thing that may come to mind is your will or living trust. However, while these are valuable documents, they do not have any effect on the distribution of many of your important assets. […]

Herb White on an Inherited IRA – LIVING WELL Magazine

August 4, 2011 LIVING WELL Magazine Comments Off

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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