Trusts as IRA Beneficiaries
The laws regarding IRAs are very complex. Even more complex are the laws dealing with trusts as beneficiaries of IRA accounts. The rules are so… Read More »Trusts as IRA Beneficiaries
The laws regarding IRAs are very complex. Even more complex are the laws dealing with trusts as beneficiaries of IRA accounts. The rules are so… Read More »Trusts as IRA Beneficiaries
Earlier in the month I pointed out an article on the subject of if the IRS can take away your IRA. For some reason people… Read More »Can the IRS take away your IRA Pt II
The other day I was talking with a friend, and they told me they were a bit irritated at their CPA. It seems my friend… Read More »Inherited IRAs and Bankruptcy, what is THE LAW?
When you start talking about Roth IRAs, people start salivatating. The reason is earnings grow in a completely tax free environment within the Roth. Because of… Read More »Supercharge your Roth IRA
Every morning I get updates on the latest rulings and changes to the tax code. More and more it seems that requests to fix failed… Read More »IRA Rollover Fixes II
Yesterday I talked about how Roth conversion features are considered a revenue raiser by Congress. Today the Joint Committee on Taxation, the congressional body that… Read More »Roth 401k Conversions Pt II
Today The Small Business Jobs Act of 2010 was passed by the Senate. Its virtually assured to pass the house next week. One of the… Read More »Roth 401k Conversions
Captain Obvious here. Yesterday it was announced that Elizabeth Warren would be appointed as a “special advisor” to the President. This was an interesting twist… Read More »Does Wall Street own the Senate?
Back in my stockbroker days, I had a client come in for financial advice for her IRA. When I asked her what the IRA was… Read More »Which is better a Roth IRA or Muni Bonds?
In my previous posts I commented how in a recent survey, people said they liked the benefits of an annuity, but if you used the… Read More »Why aren’t annuities in pension plans?