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Tag Archives: Retirement Planning
Estates and trusts lawyer, Lisa Goddy, will join William Wolfe of Fragasso Advisors and Kathy Bell of K. A. Bell, CPA, for an informative discussion about the advantages of choosing to retire in a tax-friendly state.
The public is invited …
In a recent decision, Clark v. Rameker,1 the U.S. Supreme Court unanimously held that inherited IRAs are not exempt from the beneficiary’s creditors because inherited IRAs are not “retirement funds” within the meaning …