Author Archives: Camilla

What to do if you inherit your spouse’s IRA

Posted on March 30, 2015 by Camilla

By Bill Bischoff Published: Mar 18, 2015 in MarketWatch  Posted by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor So you have inherited your spouse’s IRA. What you do now could have far-reaching tax implications. The one thing you cannot do is sit on … Continue reading →

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Social Security Planning for Couples: Maximizing Survivor Benefits

Posted on March 5, 2015 by Camilla

A Key benefit of Social Security that most people never think about are the payments to survivors following the death of the primary wage earner.  These payments can be life-saving for young families, of course, but they can be very … Continue reading →

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