Should you leave your IRA to a trust? What to know
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This is one of the most common estate planning questions — and one of the easiest places to make an expensive mistake. Retirement accounts play by a completely different set of rules than most other assets. The smart move isn’t moving the account itself. It’s thinking carefully about who receives it and how. The way you structure that decision can affect taxes, timing, and the protections that account keeps during your lifetime. When it comes to retirement planning, small technical details can h
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