News & Analysis as of September 19, 2024

Individual Retirement Account (IRA)

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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

Planning for the Future: Estate and Tax Planning with Digital Assets

Holland & Knight LLP on 6/10/2022

Cryptocurrencies are becoming a larger component of investors' portfolios, especially for millennials and Generation Z, who collectively make up 94 percent of cryptocurrency buyers. While it may seemingly be too early for...more

Your Retirement Planning and the SECURE Act

Farella Braun + Martel LLP on 2/3/2020

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of...more

The SECURE Act: Elimination of the Stretch IRA

Ward and Smith, P.A. on 1/29/2020

The "Setting Every Community Up for Retirement Enhancement Act of 2019" ("SECURE Act"), which Congress passed at the end of 2019, included changes that may significantly affect how your retirement accounts fit into your...more

Important Changes in Retirement Planning

Conn Kavanaugh on 1/6/2020

The holiday season is always a busy and eventful time, so you may have missed a new law that can impact how you plan for your retirement assets. On December 20, 2019, as part of a more comprehensive appropriations act, the...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

Insight on Estate Planning - Year End 2013: Can portability help preserve retirement benefits?

Adler Pollock & Sheehan P.C. on 11/22/2013

The American Taxpayer Relief Act of 2012 (ATRA) made the estate tax exemption “portability” feature permanent. This allows a surviving spouse to take advantage of a deceased spouse’s unused federal gift and estate tax...more

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