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I just got through reading your article on A Trust as an IRA Beneficiary. At the end, you say "see your estate planner." We have never really consulted in anyone other than our lawyer for our wills. So often I see in articles consult your tax person or financial planner. We have spoke to financial planners but it seems they don't know enough about tax consequences and only want to sell more investments they are pushing. So should one consult in a CPA (Certified Public Acct) when making retirement decisions? I recently called our lawyer that did our wills about possible estate taxes and he suggested we wait until after the presidential election as the limit could go up to one million before estate taxes are taken. But who truly is an "estate planner?" other than ourselves. Who knows the tax consequences best.
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