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Daily Archives: October 3, 2014

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Naming a Trust as Your IRA Beneficiary

Blog, Estate, In The NewsBy Henssler FinancialOctober 3, 2014

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article

Internal Revenue Code Section 409A (Governing Nonqualified Deferred Compensation Plans)

Blog, Business Owner/Self EmployedBy Henssler FinancialOctober 3, 2014

Nonqualified deferred compensation plans are not governed by ERISA rules, but they must comply with Sec. 409A of the IRS. Learn more in this Business Tip.

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