Well, it’s Spring, tax time is over and the year is 1/2 over. Now should be the time to review, update or prepare your estate plan. I bring this up because I just read a recent study that showed less than ½ the retirees in Michigan have estate plans or the necessary documents to avoid […]
IMPORTANT PLEASE READ On June 16, 2014 the United States Supreme Court says “NO”; Inherited IRA’s are no longer protected from creditors or BANKRUPTCY. The Supreme Court explained that Inherited IRAs are not really retirement accounts. Unlike traditional Retirement Accounts, beneficiaries are not allowed to contribute additional funds into these accounts, they cannot be rolled […]