With all the attention on Estate Taxes, Gifting and the Fiscal Cliff on the horizon we forget sometimes to focus on other important mattters. The humble IRA is one such concern. As more and more Americans approach retirement age they are finding out how easy it is to make serious mistakes regarding their own or an Inherited IRA. The Wall Street Journal recently ran a very interesting article I would suggest reading. You can find it here, the article by Kelly Greene is titled "IRA Rules Get Trickier".
After reading the article if you have questions about your IRA or any other item that may need attention before the first of the year give Idaho Estate Planning a call. Do it quickly though, as our calendar is filling up fast. Remember, good plannign is no accident.