Search for: "In Re Estate of Roth"
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27 Dec 2014, 8:30 am
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]
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]
27 Aug 2018, 2:42 am
Roth IRAs are an exception to the income tax for beneficiaries. [read post]
28 Mar 2013, 2:09 pm
They’re still fairly new, so the rules aren’t all that familiar to many taxpayers. [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]
1 Nov 2007, 12:42 pm
Of course nothing is this simple and more specific attention should be paid to be sure the plan you have just drafted will work: Retirements Accounts (Defined contribution plans, Defined benefit plans, Hybrid and Cash Balance Plans, Requirement of Permanence, Qualified retirement plans, SIMPLE IRAs, ROTH IRAs, SEP IRAs, 401ks, 403Bs, ‘HR 10′ or Keogh Plans, Non qualified plans, etc… Again, it can depend on the specific kind of plan and the specific trust at… [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]
25 Jan 2014, 8:58 am
In re Estate of Mosery, 349 N.J. [read post]
5 Feb 2015, 10:44 am
We’re here for you. [read post]
30 Sep 2011, 12:31 pm
Well, the Roth IRA can be a powerful income source in retirement or even a tool for estate planning purposes. [read post]
23 Aug 2018, 10:00 am
If you’re 50+, you can make an additional $6,000 contribution, known as a catch-up contribution. [read post]
10 Dec 2013, 2:19 pm
This allows you to take distributions however you like without penalty, as long as all assets are completely distributed from your inherited IRA by December 31 of the fifth year following the IRA owner's death: just remember these are taxed as ordinary income, so plan accordingly (however, if there was any estate tax pain, you might be able to take a deduction here, but I digress).General Rules for a Roth Inherited IRA If you inherit a Roth IRA and transfer the assets to… [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]
12 Feb 2015, 8:30 am
If yes, then make sure you re-title them into the trust without delay. [read post]
17 Apr 2021, 10:00 am
If you’re interested in a complimentary consultation, reach out to us at 856-506-8300. [read post]
2 May 2013, 9:25 am
However, the correct type of IRA can also be used in an estate planning context. [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]
8 Jul 2009, 3:57 pm
In fact, some of the accusations facing Roth might not be faced by a real estate agent, and certainly not by an unregulated business consultant. [read post]
16 Mar 2023, 3:00 am
appeared first on New Jersey Estate Planning & Elder Law Attorneys. [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]
