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INHERITED IRA NO LONGER CONSIDERED A RETIREMENT FUND — Cain & Cain Law

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A recent U.S. Supreme Court case, Clark v. Rameker, presents a classic example of one of the primary fears a parent has when leaving assets to...

Inherited IRAs Are Not Retirement Funds, Supreme Court Rules |...

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The facts of the case: In 2000, Ruth Heffron established an IRA, which her daughter Heidi Heffron-Clark inherited when Ruth died in

Proper estate planning | May 21, | Sonoran News

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In the Clark case, Ruth Heffron had accumulated $300,000 in her IRA and designated her daughter, Heidi Heffron-Clark, her beneficiary.

Print Close Volume 8, Issue 4 The Wealth Advisor How to Protect ...mwanderlaw.com/newsletter-preview.php?dont_log_referrer=1&id=8

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Ruth Heffron created an IRA, naming her daughter, Heidi Heffron-Clark, as beneficiary. After Ruth died, Heidi transferred the IRA assets (approximately ...
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