What are the rules when you inherit an inherited IRA? We get this question frequently. Let?s consider what happens when using designated beneficiaries. Jim dies and names Mike as his beneficiary on the beneficiary form. Five years later Mike dies and has named Phyllis, who is a successor beneficiary, on the beneficiary form. Titling The [...]

The year 1998 seems like a long time ago. Bill Clinton signed in to law creating the Roth IRA, the Roth IRA is still going,?stronger than ever.?You may already be reaping the tax benefits of your own Roth IRA. Or, maybe you?ve hesitated to open one. The 20th anniversary may be the time for you [...]