Category archives: Grandparents
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7 years ago
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Caregivers are some of the greatest unsung heroes in our society. One thing we've noticed as we help clients in our offices in Orange Park, Jacksonville, and St. Augustine is how many of our clients have trusted and caring family members or friends helping them as they manage the challenges that can... [read more]
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7 years ago
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Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" couldĀ make doing thisĀ less beneficial.
An IRA can be a great gift for a grandchild. A young person who inherits an IRA has to take minimum distributions, but because the dist... [read more]
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