Search for: "In Re Estate of Roth"
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10 Aug 2022, 9:08 am
What is the difference between a Traditional IRA and Roth account when estate planning? [read post]
30 May 2023, 4:49 am
If you’re considering bankruptcy, one of the major concerns is likely what will happen to your retirement accounts, such as 401(k) or IRA. [read post]
12 May 2018, 1:00 am
Medina, an estate planning and certified elder law attorney and Certified Financial Planner™. [read post]
12 Aug 2011, 10:22 pm
The only exception is with regards to traditional and Roth IRAs. [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]
13 Jan 2017, 3:00 am
They’re boring. [read post]
13 Jan 2017, 3:00 am
They’re boring. [read post]
16 Dec 2017, 12:00 am
An estate planning and elder law attorney and Certified Financial Planner. [read post]
28 Nov 2022, 2:05 pm
ShareThe Supreme Court appears poised to reverse the conviction of a powerful New York political aide who took money in exchange for helping to facilitate a real estate development. [read post]
12 Aug 2008, 2:00 pm
RE Broker 2 John Brancato U.S. [read post]
10 Aug 2011, 6:00 am
They’re worried either about their house (real property) or their retirement accounts. [read post]
17 Oct 2018, 10:00 am
However, for the opposite, a Roth might be your best bet. [read post]
26 Feb 2010, 3:19 pm
Scott Tippett and Greg Williams of Carruthers & Roth author the North Carolina Wealth Law Counselor. [read post]
23 Jun 2010, 7:24 pm
Convert to a Roth IRA. [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]
30 Mar 2018, 3:00 am
We’re happy with the return but also curious if we’re adhering to our target allocation, especially now that we’re married and have combined two portfolios. [read post]
1 Sep 2009, 11:08 am
They recently had 13% of their assets in commodities and 10% in real estate. [read post]
29 Jul 2011, 1:16 pm
” But these heirs “may need to think again if they’re in line to receive a lot of money from tax-protected retirement accounts like 401(k)s and IRAs. [read post]
4 Dec 2008, 4:18 pm
You can save gift and estate taxes by making gifts sheltered by the annual gift tax exclusion before the end of the year. [read post]
14 Apr 2018, 1:00 am
Medina, an estate planning and elder law attorney and Certified Financial Planner™. [read post]
