Tag Archives: Financial Planning Success

Less Protection for Inherited IRAs

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

More Galleries | Comments Off on Less Protection for Inherited IRAs

What Beneficiaries Need to Know

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

More Galleries | Comments Off on What Beneficiaries Need to Know