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Should You Leave Your IRA to a Child?

Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. Until the child turns 18 (or 21, in some states), the inherited IRA is a custodial account, managed by an adult on behalf of the minor beneficiary.

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Financial Fraudsters Preying on Boomers & Elders

If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number of too-good-to-be-true “investment opportunities” to retirees.

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Who Is Your Trusted Contact?

Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.

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