Category Archives: General Financial Articles

Less Protection for Inherited IRAs

Posted on October 8, 2014 by Camilla

They are no longer exempt from creditors and bankruptcy proceedings.  Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor  A SCOTUS ruling raises eyebrows. On June 12, 2014, the Supreme Court ruled 9-0 that assets held within inherited IRAs by … Continue reading →

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What Beneficiaries Need to Know

Posted on September 17, 2014 by Camilla

What do you do when an account owner passes away? Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to … Continue reading →

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