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What to Consider Before Putting Your IRA in a Trust
SmartAsset via Yahoo Finance· 1 year agoA trust can hold many different assets, including your individual retirement account (IRA). Doing so can have benefits for you and your heirs, but it's...
I'm Not Sure How Giving to Charity Can Reduce My Taxes. Is It Really Worth It?
SmartAsset via Yahoo Finance· 2 months agoDonating money to charities you care about feels good. It can also lower your tax bill by reducing...
I'm High Net Worth. How Should I Start Estate Planning?
SmartAsset via Yahoo Finance· 8 months agoIf you have a high net worth, it's important to have a good estate plan in place. While putting...
What Can I Do to Avoid Taxes on a Big Cash Windfall?
SmartAsset via Yahoo Finance· 1 year agoA financial windfall is something to celebrate. But if you don't play your cards right, the government will expect a major portion of the cash. The good...
Should I Decant a Trust?
SmartAsset via Yahoo Finance· 1 year agoWhen you create an irrevocable trust, usually, the terms are set in stone. But what happens when you need to make adjustments due to significant life,...
I'm 70 With $1 Million in an IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
SmartAsset via Yahoo Finance· 2 months agoCompared to many retirees, you are in an enviable position with $1 million socked away in your IRA...