Search for: "In Re Estate of Roth"
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26 May 2011, 3:25 pm
I hereby take it all back.Based on her track record in New York real estate, it seems that she is a savvy investor as well as a superb lawyer. [read post]
3 May 2011, 1:34 pm
You’re listening to episode #247 on Tuesday, May 2. [read post]
22 Apr 2011, 10:22 am
As a Sacramento estate planning lawyer, I have seen large estates accumulated with small but diligent personal savings plans. [read post]
13 Apr 2011, 10:00 am
From The Wall Street Journal Online (April 6, 2011) “Taking the Sting Out Of A Roth Conversion” “The one-two punch of a defined benefit plan and Roth conversion is a useful estate planning tool for high-net-worth clients. [read post]
13 Apr 2011, 6:00 am
But, if you're wealthy enough to be saving your IRA for your family,then you're also likely to be in a higher tax bracket. [read post]
8 Apr 2011, 1:06 pm
If you are wealthy and planning your estate, a traditional IRA can become cumbersome because of the required minimum distributions (RMDs). [read post]
22 Mar 2011, 7:00 am
But why re-characterize your Roth IRA? [read post]
20 Mar 2011, 6:08 pm
” There are a few circumstances when contributing to a Roth deserves some thoughtfulness: You’re looking for a tax deduction. [read post]
4 Mar 2011, 9:30 am
If you have substantial assets in an IRA – whether a Roth or a traditional IRA – you’re wise to pay attention to how those assets might pass to your spouse or other heirs in the event of your death. [read post]
2 Mar 2011, 1:17 pm
If you have substantial assets in an IRA – whether a Roth or a traditional IRA – you’re wise to pay attention to how those assets might pass to your spouse or other heirs in the event of your death. [read post]
2 Mar 2011, 8:00 am
If you have substantial assets in an IRA – whether a Roth or a traditional IRA – you’re wise to pay attention to how those assets might pass to your spouse or other heirs in the event of your death. [read post]
2 Mar 2011, 6:00 am
If you have substantial assets in an IRA – whether a Roth or a traditional IRA – you're wise to pay attention to how those assets might pass to your spouse or other heirs in the event of your death. [read post]
8 Feb 2011, 6:00 am
Before that deadline you could "re-characterize" your Roth IRA back into a "traditional" one, thus avoiding the tax (if that is no longer the best option). [read post]
23 Jan 2011, 8:53 am
(The only obvious advantage to taking one from a Roth IRA is that it will reduce your taxable estate.) [read post]
18 Jan 2011, 6:00 am
While you are at it, are you in a position to take advantage of a Roth IRA conversion? [read post]
5 Jan 2011, 6:00 am
Over at the WSJ, they’re not worried about inflation. [read post]
9 Dec 2010, 6:00 am
You get out of the Roth conversion by “re-characterizing” it (moving the money back into a traditional IRA). [read post]
6 Dec 2010, 11:46 am
Probably they did, but only a little, and in any case re-permitting would have been priced into any offeror’s proposal. [read post]
24 Oct 2010, 12:52 pm
You can give each of your loved ones $13,000 without incurring any gift or estate taxes … if you’re married, your spouse can also give each of your loved ones $13,000. [read post]
9 Oct 2010, 6:23 pm
Currently when you sell your primary residence, you can make up to $250,000 in profit if you’re a single owner, twice that if you’re married, and not owe any capital gains taxes. [read post]
