Blog Posts in November, 2015

Estate Planning for Tax-Deferred Investments

By Alexandra Smyser​ Next to the family home, IRAs often represent the bulk of a middle-class family’s wealth. It is no surprise that clients want to preserve balances in their retirement accounts for their families. Ironically, due to federal regulations, IRAs are some of the most difficult assets to plan for, so it’s incumbent on us to advise our clients on the various planning methods. If a ...