The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: inheriting stock Date:  2/28/2014  9:23 PM
Author:  JeanDavid Number:  120303 of 131769

I don't see any upside to making the beneficiary of an IRA the estate, but not a tax pro.

The last time I did my will, my attorney specifically advised against making it a part of my estate. He was to be the executer, and he said his fees would be higher if I did that. That I should tell Ameritrade (where the IRA is) who the beneficiaries were to be and the proportion to each. That way it would not have to go through the estate.
Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us