Rall Capital Management

New from Kiplinger: a useful look at how leaving a large IRA to heirs can backfire from a tax standpoint. When a surviving spouse moves to single-filer status, or when children inherit the account and must withdraw it within 10 years, the same dollars can be taxed at meaningfully higher rates than the original owner ever paid. Partial Roth conversions during your lifetime are one way to manage that exposure ahead of time. Read more:

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Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.