News & Analysis as of September 22, 2024

Estate Planning › Roth IRA

+ Follow

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Mastering Retirement Planning: Strategies for 401(k), IRA, and Tax-Free Growth

Kohrman Jackson & Krantz LLP on 1/26/2024

In addition to employer-sponsored retirement accounts such as 401(k) and 403(b) plans, many people choose to save additional retirement assets in Individual Retirement Accounts (IRAs). Regardless of your stage in life, it is...more

Year-End Estate Planning for 2023

Seyfarth Shaw LLP on 11/30/2023

A strong stock market and “soft landing” have generated significant wealth this year. The gift tax, estate tax and generation-skipping transfer tax are all imposed on the fair market value of assets at the time of transfer....more

The Estate Planner, July/August 2023

Shumaker, Loop & Kendrick, LLP on 7/6/2023

Estate planning in a digital world - Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more

What Now? Estate Planning in 2022

Pullman & Comley, LLC on 1/18/2022

After months of speculation, 2022 began with no new federal estate and gift tax legislation. As the proposed legislation wended its way through the legislative process in 2021, the major proposed changes to federal estate...more

Impact of House Ways and Means Tax Proposals for Trusts, Estates, and Retirement Accounts

Bowditch & Dewey on 9/29/2021

In this second blog post on the House Ways and Means Tax proposals, we address the proposed changes that will affect the taxation of trusts, estates, and retirement plans. As we discussed, on September 13, 2021, the...more

THE ACCIDENTAL ENTREPRENEUR PART IV

Gerald Nowotny - Law Office of Gerald R.... on 10/22/2020

Structuring the family business. This is a solution for every taxpayer to triple a Roth contribution. #assetprotection #estateplanning #retirementplanning #employeebenefits #entrepreneur #taxplanning...more

THE ACCIDENTAL ENTREPRENEUR PART IV

Gerald Nowotny - Law Office of Gerald R.... on 10/19/2020

Nowotny On Death and Taxes episode #26, The Accidental Entrepreneur Part IV - Creating the Family Pension Plan speaks to a solution for every taxpayer to triple a Roth contribution....more

High Transfer Tax Exemptions and Low Interest Rates Create Numerous Estate Planning Opportunities

Pullman & Comley, LLC on 7/29/2020

At the present time, certain tax and economic conditions have converged that provide a uniquely favorable environment for some estate planning opportunities...more

Estate Planning Opportunities in a COVID-19 Environment

Troutman Pepper on 5/21/2020

COVID-19 has created uncertainty in many aspects of our daily lives and caused an unprecedented disruption to the economy. Financial markets have been turned upside down, asset values have dropped, and interest rates have...more

[Webinar] Wealth Transfer Planning During the Pandemic: Change and Opportunity - April 2nd, 2:00 pm - 3:00 pm EST

Williams Mullen on 4/1/2020

Our world has undergone a relatively immediate and significant change as a result of the COVID-19 pandemic. Businesses, financial markets, schools, health care systems, tax laws, and our daily lives have changed and been...more

Estate, Gift, and Income Tax Planning in the Time of COVID-19

Lowenstein Sandler LLP on 3/24/2020

First, and most important, we are thinking of all of our clients and friends and hoping everyone is safe and healthy at this challenging time. We have heard the following statement frequently of late: “Never let a crisis...more

SECURE Act Impact on Estate Planning

Stinson LLP on 3/4/2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was made a part of the appropriations bill late in 2019 and was signed into law on December 20, 2019....more

Insight on Estate Planning - Year End 2019: The clock is running - Why now may be the time to make a Roth IRA conversion

Adler Pollock & Sheehan P.C. on 12/9/2019

Roth IRAs offer significant financial and estate planning benefits. If a person has a substantial balance in a traditional IRA and is considering converting it to a Roth IRA, there may be no better time than now. This article...more

Insight on Estate Planning - Year End 2019

Adler Pollock & Sheehan P.C. on 12/4/2019

We are pleased to present the Year End 2019 issue of Insight on Estate Planning We encourage you to read through it for ideas about ways you can minimize taxes on your estate and maximize its value for your loved ones. In...more

Is My IRA Safe From the Nursing Home?

Ruder Ware on 6/13/2019

After working and saving, clients are concerned that unexpected costs will become unplanned for drains on their Retirement Accounts (e.g, 401(k), IRA, Roth IRA, 403(b), etc.). As the need to pay for nursing home care nears,...more

Is a charitable IRA rollover a viable option?

Adler Pollock & Sheehan P.C. on 6/6/2017

For those age 70½ or older who plan to make charitable donations this year, qualified charitable distributions from an IRA, also known as charitable IRA rollovers, can provide significant tax benefits. This article details...more

The flexibility of stretch IRAs: Learn how your IRA can benefit your spouse and other beneficiaries

Adler Pollock & Sheehan P.C. on 4/5/2017

IRAs are meant to be used for retirement saving. However, if a person doesn’t need to tap into an IRA for income during retirement, he or she can preserve the assets as part of his or her estate, above and beyond what was...more

Understanding the Tax Consequences of Inheriting a Roth IRA

Chambliss, Bahner & Stophel, P.C. on 9/19/2016

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences. ...more

18 Results

View per page

Page: of 1

Estate Planning › Roth IRA

"My best business intelligence, in one easy email…"