© 2024 Money Managers, Inc.
Posts from October 11, 2017
Retirement Plan Trusts
These tools can shield inherited IRA assets from lawyers and creditors. Provided by Marc Aarons @ Money Managers, Inc. Inherited IRA assets are vulnerable in bankruptcy proceedings. Many older IRA owners and their beneficiaries do not realize this, but it is true. In Clark, et ux v. Rameker (2014), the Supreme Court ruled 9-0 that […]
Money Managers, Inc. is a Securities and Exchange Commission registered investment advisor. Additionally, Money Managers, Inc. offers Tax and tax-related services. Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. All investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.. View our disclosures page HERE.