Mathieu, Ranum & Allaire, PLLC
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Tag Archives: Retirement Plans

Protecting Your IRA’s Tax-Deferral for Your Beneficiaries

  PROTECTING THE TAX-DEFFERAL NATURE OF YOUR IRA AFTER YOUR DEATH On April 23, 2013, in Rameker v. Clark[i], the US Court of Appeals for the 7th Circuit stated that an inherited IRA (where the individual beneficiary is not the spouse) is not exempt from creditors. The court reasoned that that kind of account is… Read More »

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