Rollover IRA: What It Is And How It Works
In the realm of retirement planning, understanding the various tools and accounts available to manage your savings effectively is crucial. One such tool is the rollover Individual Retirement Account (IRA),…
Author: Jaclyn Ford-Grella
Residuary Estate: Meaning And How To Distribute It
In this blog, we aim to shed light on a vital aspect of estate planning: the residual estate. Understanding the components of an estate following a person’s death is crucial…
IRA Transfer Vs. Rollover: What Is The Difference?
When it comes to managing your retirement funds, navigating the various options available can be daunting. Among the most common strategies are IRA transfer vs. rollover. These terms may seem…
IRA Required Minimum Distributions FAQs: Common Questions Answered
Navigating the complexities of retirement accounts can be challenging, especially when it comes to understanding required minimum distributions (RMDs). At Nevada Trust Company, we are committed to helping you manage…
Inherited IRA: 8 Rules Every Beneficiary Should Understand
Navigating the financial implications of inheriting an IRA can be complex. An inherited IRA, or beneficiary IRA, is an account that comes into play when an individual inherits IRA assets…
Can You Have A Roth IRA And A 401(k)?
Navigating the world of retirement savings often brings up a common question among investors: Can you have a Roth IRA and a 401(k)? The simple answer is yes, and having…
Are IRA Contributions Tax Deductible?
When planning for retirement, understanding the tax implications of your investment choices is crucial. One common question among investors is, "Are IRA contributions tax deductible?". The answer varies depending on…
Why Putting Your House In Trust Could Be Your Best Financial Decision
For many, a home is not just a place of residence but a cornerstone of financial security. The decision on how to manage this asset as part of an estate…
Bypass Trust: What It Is And How It Works In An Estate Plan
In the realm of estate planning, securing your assets and ensuring they are passed on to your beneficiaries as smoothly as possible is paramount. One strategic tool to achieve this…
What You Need To Know About IRA Custodians
When diving into the intricacies of retirement planning, understanding the pivotal role played by IRA custodians, or IRA trustees, can be a game-changer. These entities are responsible for safeguarding your…
