Pensions, IRA | JD Supra Law News

Roth Conversion Opportunities Expand, But Practical Questions Remain

by Jeff Belfiglio | Davis Wright Tremaine LLP on 1/21/2013

The recent “fiscal cliff” tax law, the American Taxpayer Relief Act (ATRA), includes a provision effective Jan. 1, 2013 that greatly expands the ability of plan participants to convert pre-tax plan accounts to after-tax Roth...more

The American Taxpayer Relief Act of 2012: Stealth Impact on Charities

by Elizabeth Mills | Proskauer - Not for Profit/Exempt... on 1/5/2013

The American Taxpayer Relief Act of 2012 (“TRA”) (H.R. 8) passed by the Senate on January 1, 2013, passed by the House of Representatives early on January 2, 2013 and signed by President Obama, in large part addresses income...more

Retirement and Pensions Update - Janurary 2, 2013

by David Leiter, Abby Matousek | Mintz Levin - Employment, Labor & Benefits on 1/3/2013

In This Update: Fiscal Cliff Deal Includes Provisions on Charitable Contributions and Roth Roll Overs; PBGC Testifies in Subcommittee Hearing on Multiemployer Plans; IRS Updates Retirement Plan Rules for Hurricane...more

A Pension for this Life (and the Next!) -- A Strategy for Maximizing Income Tax Deferral and Estate Tax Elimination for Qualified...

by Gerald Nowotny on 1/2/2013

Overview - The Bush tax cuts are due to expire at the end of 2012- tomorrow. The top marginal income tax rate is scheduled to increase to 39.6 percent. Additionally taxpayers will face an additional tax of 3.8 percent on...more

A Common Estate Planning Mistake: Neglecting Beneficiary Designations

by Reeve Chudd | Ervin Cohen & Jessup LLP on 6/4/2012

We all have hopefully made explicit designations of beneficiaries for our life insurance policies, retirement accounts and even some investment accounts which provide for payment upon death without a court order. It’s...more

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Pensions › IRA

Roth Conversion Opportunities Expand, But Practical Questions Remain

The American Taxpayer Relief Act of 2012: Stealth Impact on Charities

Retirement and Pensions Update - Janurary 2, 2013

A Pension for this Life (and the Next!) -- A Strategy for Maximizing Income Tax Deferral and Estate Tax Elimination for Qualified...

A Common Estate Planning Mistake: Neglecting Beneficiary Designations

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