Arizona Estate Planning Q&A

/Arizona Estate Planning Q&A

Who Gets Your IRA If You Pass Before It Is Spent

Taking your retirement plan into your hands is the only way to ensure your future is secure. An Arizona IRA, or Individual Retirement Account, is a very valuable resource for those who take planning for the future seriously. This type of account offers people an alternative to hoping the SSI program will still be intact […]

By |April 11th, 2013|Arizona Estate Planning Q&A, IRA|0 Comments

IRA Startup Guide

Opening an IRA is a financially savvy move for retirement planning. Find out the must know basics for opening an Individual Retirement Account including how to choose an IRA, when you need IRA trusts, and when to name IRA beneficiary trusts.

Step 1: Knowing the Types of IRAs

Traditional IRA

The Traditional IRA account has few […]

By |April 9th, 2013|Arizona Estate Planning Q&A, IRA|0 Comments

Designating a Trust as the Beneficiary for Your IRA

With the Social Security Income program practically in ruins, most people are not counting on SSI to fund their retirement; this is why programs like IRAs have become very popular in recent years. When designing your IRA, you may have many questions about IRA trusts and IRA beneficiary trusts. Designation a trust as a beneficiary […]

By |April 9th, 2013|Arizona Estate Planning Q&A, IRA|0 Comments

The Difference Between an IRA and a 401K

Saving for the future is more important now than ever for people of any age in Gilbert, AZ. The reality is Social Security Income will probably not be available to your generation if you are now in your 20’s to early 40’s unless the program receives a major overhaul, and that is not likely. The […]

By |April 4th, 2013|Arizona Estate Planning Q&A|0 Comments

IRA Minimum Withdrawal Rules in 2013

If you are a traditional IRA owner and you are going to turn age 70 ½ this year, the IRS requires that you begin taking minimum withdrawals from your account. Here’s what you need to know if you are planning on making a withdrawal from your IRA and you live in Gilbert, AZ.

If you turn […]

By |April 4th, 2013|Arizona Estate Planning Q&A|0 Comments