Topic
IRA
195 published works
Wills, Trusts & Estates Prof Blog
Investing IRAs in non-traditional assets
The following excerpts are from Deborah L. Jacobs, Putting an I.R.A. to Work in Ventures Beyond Stocks, N.Y. Times, Oct. 23, 2008:At a time when many I.R.A. portfolios are being…
Elder Law Prof Blog
CRS report discusses Roth and traditional IRAs
The Retirement Plan Blog
IRAs increasingly being used to invest in alternative investments
By Jerry Kalish
I've written about IRAs in the past. (See IRA is not a kid anymore and IRAs are becoming increasingly important, but rules can be confusing). But those discussions were in…
The Retirement Plan Blog
If you can’t tell the rollover alternatives without a scorecard, then this may help
By Jerry Kalish
Last year, I wrote that IRAs are becoming increasingly important, but rules can be confusing. And even more so when considering the rollover possibilities in moving benefits from one plan…
The Retirement Plan Blog
Hey! Just whose IRA is this anyway?
By Jerry Kalish
I had to read this article twice. It says that Vanguard is requiring customers to have the same beneficiary for all their IRAs. Retirement Think pointed me to it on Financial Planning.com. It…
The Retirement Plan Blog
IRAs are becoming increasingly important, but rules can be confusing
By Jerry Kalish
I've written that IRA is not a kid anymore. From its humble beginning in 1974 as part of the Employee Retirement Income Security Act of (ERISA), the Individual Retirement Account (IRA)…
Wills, Trusts & Estates Prof Blog
Charitable IRA Gifts in 2007
ChristopherR. Hoyt has published his article, CharitableIRA Gifts in 2007, in the July/August 2007 Probate & Property. Here is his conclusion:An IRA owner over the age of 70 ½ shouldmake…
Wills, Trusts & Estates Prof Blog
Inherited IRA not protected from Creditors
In his recent article for the May 2007 RPPT, Jim Roberts (Glast,Phillips & Murray, P.C., Dallas, Texas) has written InheritedIRA Not Protected From Creditors. Here are the opening paragraphs:Federal law…
Wills, Trusts & Estates Prof Blog
Permanent IRA Charitable Rollover in Proposed Budget
President Bush is recommending that the exclusion from income of qualified distributions made after age 70½ from a traditional or Roth IRA directly to a qualified charitable organization be made…
The Retirement Plan Blog
It’s not over until the IRS says it’s over
By Jerry Kalish
Recent rulings by the Internal Revenue Service make it easier for individuals who have missed the 60-day tax-free rollover deadline for individual retirement accounts and other tax-advantaged retirement plans to…