Search for: "In Re Estate of Roth" Results 1 - 20 of 138
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16 Dec 2018, 5:14 am by Cathy Hamilton
  If you have an IRA or Roth IRA, talk to your estate planning attorney about how it should fit into your overall estate plan. [read post]
29 Dec 2014, 11:00 am by Marsha Tesar
If you qualify for a Roth, you could save up to $5,500 in 2015, or $6,500 if you’re 50 or older. [read post]
3 Sep 2019, 11:19 am by Jay W. Belle Isle
  Hosted by RE Journals/Midwest Real Estate News, the summit will be held [read post]
15 Sep 2011, 3:00 am by Kyle Krull
Well, the Roth IRA can be a powerful income source in retirement, or even a tax-efficient wealth transfer tool for estate planning purposes. [read post]
8 Feb 2011, 6:00 am by Kyle Krull
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]
12 Dec 2018, 5:23 am by Cathy Hamilton
The lawyers at King Law can help you plan for what happens after you’re gone, and we’re here to help you get a better sense of where you stand. [read post]
28 Nov 2016, 3:00 am by Biglaw Investor
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]
24 Apr 2009, 11:46 am
We're a little late in reporting this news about Schulte Roth & Zabel (just as we were the last time around). [read post]
5 Feb 2019, 8:00 pm by John Rogers Burk
If you’ve set up or started contributing to a tax-deferred account, such as a 401(k), IRA, Roth IRA, employee stock ownership plan, or another type of retirement plan, contact us about your estate plan, too, since we want to be certain that your beneficiary designation is exactly what you intend. 2.) [read post]
27 Dec 2014, 8:30 am by Kyle Krull
If you qualify for a Roth, you could save up to $5,500 in 2015, or $6,500 if you’re 50 or older. [read post]
28 Jun 2015, 12:32 pm by Marsha Tesar
A spouses can also roll an inherited Roth IRA into their own Roth, and they’re not required to take RMDs. [read post]
27 Aug 2018, 2:42 am by Cari Rincker
Roth IRAs are an exception to the income tax for beneficiaries. [read post]
28 Mar 2013, 2:09 pm by Kelly Phillips Erb
They’re still fairly new, so the rules aren’t all that familiar to many taxpayers. [read post]
25 Apr 2015, 11:24 am by Carter Ruml
In a future post, we’ll evaluate those risks, and how they relate to using Roth IRA conversions to reduce estate taxes. [read post]
23 Aug 2018, 10:00 am by Krause Donovan Estate Law Partners
If you’re 50+, you can make an additional $6,000 contribution, known as a catch-up contribution. [read post]