Inherited IRAs for Spouses, Non-Spouses, Trusts and Estates

It is somewhat common for advisors to be dealing with clients who have accumulated significant mutual fund, IRA or annuity IRA account values.  As a result of rollovers and direct transfers from 401(k) plans, profit sharing plans, defined benefit plans, and 403(b) plans, it is not uncommon for successful business owners, professionals, and wealthy individuals […]

Inherited Annuities

Inherited Non-Qualified Annuities for Spouses, Non-Spouses, and Trusts

Inherited Non-Qualified Annuities for Spouses, Non-Spouses, and Trusts It is somewhat common to be dealing with clients who have accumulated significant non-qualified annuity account values.  As a result of tax deferred Section 1035 exchanges over many years, it is not uncommon for business owners, professionals, and wealthy individuals to have large six figure or even […]