Just in case anyone is thinking of leaving an IRA to a non-spouse beneficiary, please be advised, that that IRA is subject to creditors, if that beneficiary goes awry.

In this video I break out my laminated copy of a Wall St. Journal article from a few years back when ruled against a woman who inherited an IRA from her mom.

She opened a pizza shop which went bankrupt. The creditors went after her inherited IRA but IRAs are free from creditors, right?

Not anymore. And it was a unanimous decision by the Supreme Court too.

Just more reason to consider your estate planning.

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