Topic
IRA
195 published works
Employment Law Business Guide
IRS Releases Guidance on Disaster Relief Under Qualified Plans and IRAs
The IRS recently issued a new fact sheet to answer certain FAQs about the rules in SECURE 2.0 Act of 2022 (the “Act”) that give special rights under certain qualified…
Mile High Estate Planning
Understanding IRA Protections
By Blake Harris
Individual Retirement Accounts (IRAs) play a crucial role in securing a stable financial future for retirees. These accounts, which include Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs, offer…
Pennsylvania Family Law
Perils of the 401K to IRA Rollover; Spouses Beware
Earlier today I happened upon a really important article accenting the dangers of what often starts as an entirely innocent transaction. A site called the Street.com publishes a variety of…
Nonprofit Law Prof Blog
Hoyt: The Legal Roadmap for IRA Distributions to CRTs and for Charitable Gift Annuities
Christopher Hoyt (UMKC) has posted The Legal Roadmap for IRA Distributions to CRTs and for Charitable Gift Annuities. Here is the abstract:The “SECURE 2.0" legislation of 2022 permits individuals over…
Wills, Trusts & Estates Prof Blog
IRS raises 401(k), IRA contribution limits for 2024
The IRS announced last week an increase in the maximum contribution limits for various retirement savings accounts in 2024. Workers can now set aside up to $23,000 in their 401(k)…
Cohen & Buckmann Insights
SECURE 2.0 Creates New Opportunities for IRAs, SEPs and SIMPLE IRAs
How are individual retirement accounts affected by SECURE 2.0? Many of the general changes, such as the Saver’s Credit and the gradual increase in the age at which required minimum…
Beneficially Yours
Time is On Our Side: More Time to Amend for SECURE Act, Miners Act and CARES Act
By Sarah Touzalin, Richard G. Schwartz
Seyfarth Synopsis: On August 3, the IRS issued Notice 2022-33, extending the deadlines for amending retirement plans and individual retirement accounts (“IRAs”) for changes under the (i) Setting Every Community…
Wills, Trusts & Estates Prof Blog
Here’s a tax-smart charitable giving strategy using money from your IRA
There are a variety of ways to contribute to charity, and while experts recognize that most people don’t make charitable donations for the tax breaks, there are many financial benefits…
Wills, Trusts & Estates Prof Blog
Tax & Estate Planning with IRAs after the Secure Act
On Tuesdays, April 26 and May 3, 2022, Seymour Goldberg will present a webinar for the New York County Lawyers Association entitled Estate Planning with IRAs after the Secure Act:…
Wills, Trusts & Estates Prof Blog
Tax & Estate Planning with IRAs after the Secure Act
On Tuesdays, April 26 and May 3, 2022, Seymour Goldberg will present a webinar for the New York County Lawyers Association entitled Estate Planning with IRAs after the Secure Act:…