IRA & Retirement Planning

What do you need to know?

IRA and Retirement Accounts 

IRA and Retirement Accounts are not to be put into a Revocable Living Trust during your lifetime. This is because of the fact that they are tax advantaged accounts already. So putting these into your Living Trust while you are alive can create big tax consequences for you.

These accounts are beneficiary designated accounts. There is not one simple way of planning for these accounts. Each individual has unique circumstances that may require a different type of planning.

At Schneider Rasche LLC, we can help assist you in creating a plan that will best benefit your loved ones. Call us today at (503) 241-1215 or contact us online to find out how.

Estate Planning Article

This report is compliments of Schneider Rasche LLC and was written by The American Academy of Estate Planning Attorneys.

Estate Planning with Individual Retirement Accounts

What considerations come into play when you plan your estate with and IRA? How can you use a Trust as an IRA beneficiary?

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