Search for: "In Re Estate of Roth"
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13 Jan 2017, 3:00 am
They’re boring. [read post]
13 Jan 2017, 3:00 am
They’re boring. [read post]
31 Dec 2016, 12:36 pm
Tax & Tax-Related Orgs (Twitter list): (12) @ABATaxSection – ABA Tax Section – The ABA Section of Taxation (13) @AICPA – AICPA – We’re the American Institute of Certified Public Accountants. [read post]
12 Dec 2016, 3:00 am
Convince me that I need to be tilting for growth and real estate! [read post]
28 Nov 2016, 3:00 am
Self-Directed IRA The trick to using your Roth IRA wrapper to invest in alternative investments like real estate, private company stock and intellectual property is to establish a self-directed IRA. [read post]
9 Sep 2016, 10:00 am
Roth IRA You can contribute to a Roth at any age. [read post]
21 Jul 2016, 1:53 pm
Practicing in estate planning, wills, and trusts, I’m often called upon to help my clients with their IRAs, Roth IRAs, 401(k)s, and other retirement accounts. [read post]
1 Jul 2016, 4:00 am
Moreover, it is not unlikely that, in many cases, migrating pensioners, when planning for their estates, will not consider the laws of their new habitual residence. [read post]
17 Jun 2016, 9:45 am
If you don't name a contingent beneficiary, the asset will go into your general estate for distribution, which is what you're trying to avoid in the first place by naming beneficiaries. [read post]
18 Feb 2016, 11:17 am
Purchase of Life Estates. [read post]
18 Jan 2016, 2:14 am
You may also need special guidance if you own a business or real estate in a state outside of your residency or if you are the beneficiary of a trust or estate in another state. [read post]
3 Dec 2015, 6:00 am
Rameker,[37] which addresses whether inherited IRAs are exempt from a debtor’s bankruptcy estate under the exemption for retirement funds. [read post]
30 Oct 2015, 7:08 am
Under Florida Statute 222.21, both IRAs and Roth IRAs are completely protected by debtors in bankruptcy and in civil judgments. [read post]
11 Sep 2015, 8:30 am
If you opt for Solo Roth 401(k), there is no deduction, but withdrawals are tax-free if you wait until you’re 59½. [read post]
28 Jun 2015, 12:32 pm
A spouses can also roll an inherited Roth IRA into their own Roth, and they’re not required to take RMDs. [read post]
3 May 2015, 12:56 pm
I think the case for 529 plans is much like the case for Roth IRAs: conceptually, they’re attractive, but it’s critical not to deal in generalities. [read post]
25 Apr 2015, 11:24 am
In a future post, we’ll evaluate those risks, and how they relate to using Roth IRA conversions to reduce estate taxes. [read post]
11 Mar 2015, 7:05 pm
If you’re outside of that window, the 10% additional tax applies. [read post]
28 Feb 2015, 3:18 pm
Saving in Roth IRAs can be an attractive way to do both things (as long as one is not foregoing an employer match on a 401(k) in order to fund the Roth). [read post]
12 Feb 2015, 8:30 am
If yes, then make sure you re-title them into the trust without delay. [read post]
