IRA agreement | Ed Slott and Company, LLC

IRA agreement

Defining "Children" For Estate Planning Purposes Is More Complicated Than You Might Think

"I leave the remainder of my assets to my children." Of all the provisions that may be found within your will or trust, this would seem to be one of the more straightforward of such items... right? Well, you might think so, but that’s not always the case.

There is No Beneficiary on the Retirement Account: Now What?

An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, "Who inherits the account and how do you calculate the required distribution?" Click to find the answer.

Revoking Your IRA

When you first open an IRA with a financial institution (custodian), you have to sign the custodian's IRA contract. This IRA contract must contain an IRA agreement and an accompanying disclosure statement. Usually both these documents are contained in one IRA contract, with the disclosure statement attached right behind the IRA agreement.

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Please contact Matt Smith at matt@irahelp.com or (516) 536-8282 with any questions.

 

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