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Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

You've Inherited an IRA. Now What? Thumbnail

You've Inherited an IRA. Now What?

Recently inherited an IRA? The wrong move could cost a boat load in taxes and penalties, but you have options. Governing bodies like the IRS and legislation such as the SECURE Act have outlined important rules regarding an inherited IRA, such as how much you may owe in taxes as well as whether you will need to begin taking required minimum distributions. These can depend on several factors, such as your relationship to the deceased, whether the IRA inherited is Roth or traditional and more.

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 Safeguard Your Future with an Offshore, Self-Directed IRA Thumbnail

Safeguard Your Future with an Offshore, Self-Directed IRA

Traditional IRAs allow you to save pre-tax money for retirement. If you are eligible to deduct contributions on your income taxes now and you anticipate a lower tax rate in retirement, then this is a good plan to consider. There are several types of IRAs but we, at WHVP, manage “Traditional IRAs” and “Roth IRAs”, administrated by a US trust Company.

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