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ARTICLES & PUBLICATIONS Click on the title of each article to view. "The Home Stretch" by Philip J. Kavesh (Investment Advisor Magazine, October 2005) "The IRA Inheritance Trust®: A Brand New Strategy to Protect Your Family" by Philip J. Kavesh (Tax Hotline, April 2006) "LTR 200537044 - - Guidance When Trusts Are Named Beneficiaries of IRAs" by
Robert S. Keebler "Ensuring the Stretchout: A Comparison of the Trusteed IRA, Restricted Beneficiary Annuity Payout and the IRA Inheritance Trust®" by Philip J. Kavesh & Edwin P. Morrow III (Journal of Retirement Planning, July/August 2007) "Using Standalone or Separate Trusts Solely to Receive Retirement Benefits" by
Edwin P. Morrow III ______________________________
PRIVATE LETTER RULINGS Click on the title of each PLR to view. 200537044 - IRS approval of the IRA Inheritance Trust® |
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