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re: What to do with half mill?
Posted on 4/26/14 at 11:31 am to purpngold
Posted on 4/26/14 at 11:31 am to purpngold
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This is a general overview. Obviously you should seek the advice of a competent and trusted advisor. Having said that, I have POD provisions on my Simple IRA, Roth IRA, brokerage accounts, commodity accounts and bank accounts and I'm 47.
Many seem to get all caught up in placing assets in a trust. There are some reason to be very careful with this including every time an asset is purchased after the trust is created one needs to remember to place it in the trust, otherwise it isn't in the trust. Many advisors and attorneys disagree with this, many Judges do not.
This is a general overview. Obviously you should seek the advice of a competent and trusted advisor. Having said that, I have POD provisions on my Simple IRA, Roth IRA, brokerage accounts, commodity accounts and bank accounts and I'm 47.
Many seem to get all caught up in placing assets in a trust. There are some reason to be very careful with this including every time an asset is purchased after the trust is created one needs to remember to place it in the trust, otherwise it isn't in the trust. Many advisors and attorneys disagree with this, many Judges do not.
This post was edited on 4/26/14 at 11:33 am
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