Topic
IRA
195 published works
Wills, Trusts & Estates Prof Blog
Options People Can Apply To 401(K)s And IRAs
Managing multiple different investment accounts can be complex and tiresome. This article discusses the different options that people have to better manage their retirement accounts. They might consider doing what…
Wills, Trusts & Estates Prof Blog
New Guide To IRA Tax Compliance Issues
IRA Guide to IRS Compliance Issues: Including IRA Trust Violations by Seymour Goldberg has recently been published and is available through ABA Publishing. Provided below is a description of the…
Wills, Trusts & Estates Prof Blog
Why It Is A Good Idea To Own Life Insurance In A Qualified Retirement Plan
Internal Revenue Service (IRS) regulations currently permits the inclusion of life insurance policies in some profit sharing and defined benefits plan if the insurance cannot be owned in a SEP…
Wills, Trusts & Estates Prof Blog
What Happens If A Person Missed The IRA Distribution Deadline?
If a person is over 70 ½ years old and either owns or inherited an individual retirement account (IRA) they must make a required minimum distribution (RMD) by tonight, December…
Wills, Trusts & Estates Prof Blog
Attorneys, Accountants, And Financial Planners Face Liability Concerns About IRA Advice
A large number of Americans have individual retirement accounts (IRAs) that estate planners often use to help their clients manage assets. There are many estate planning attorneys, accountants, and financial…
Wills, Trusts & Estates Prof Blog
Volatile Year In Stock Market May Be Opportunity To Roll Over IRA
2015 was a volatile year in stocks with some decent highs but gut wrenching lows due, in no small part, to several free fall days in the market. However, there…
Wills, Trusts & Estates Prof Blog
Congress Makes Permanent IRA Charitable Rollover Exclusion
In 2006, Congress passed what proved to be a popular exclusion for person's over the age of 70 1/2 which allowed a donation from a traditional IRA directly to a…
Crummey Estate Plan
Making Sense of: Year End Retirement Planning
By Matt Brehmer
[embedded content] One of the first rules of year end retirement planning is to make sure you maximize your contributions each year to your 401k, 403b, or IRAs. If you…
Wills, Trusts & Estates Prof Blog
Common IRA Distribution Mistakes People Should Avoid Making
There are often mistakes involved with the date that senior citizens are supposed to start taking required minimum distributions (RMDs) from their IRA accounts. “The required beginning date for RMDs…
Wills, Trusts & Estates Prof Blog
When To Convert A Traditional IRA Into A Roth IRA
Saving for retirement can be difficult and more people are having to decide if it is prudent to convert their traditional IRAs into Roth IRAs. One thing that traditional IRAs…