Estate planning is a vital component of securing your financial future and ensuring that your assets are distributed according to your wishes after you’re gone. But amid the legal fees, paperwork, and consultations with professionals, a common question often arises: “Is estate planning tax deductible?” In this blog post, we’ll dive into the world of […]
November 10, 2023
You probably know about potential IRA tax traps related to withdrawals, rollovers, and estate planning that can saddle you with penalties and surprise tax bills. Did you know that the type of investments you hold could also hand you a surprise tax bill and potentially ruin your IRA status?