Topic
IRA
195 published works
Wills, Trusts & Estates Prof Blog
New book: An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act
Seymour Goldberg's new book, An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act, is now available for purchase from the website of the New York County…
Wills, Trusts & Estates Prof Blog
New book: An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act
Seymour Goldberg's new book, An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act, is now available for purchase from the website of the New York County…
Wills, Trusts & Estates Prof Blog
Article: Protecting the Personal Rep
In Protecting the Personal Rep, Seymour Goldberg, senior partner at Goldberg & Goldberg, explains steps that can be taken to protect the personal representative of IRA trusts. Goldberg explains that, "[s]uch…
Wills, Trusts & Estates Prof Blog
Article: IRA Trusts Should Be Irrevocable
In IRA Trusts Should Be Irrevocable, Seymour Goldberg explains why IRA trusts should be revocable, especially in jurisdictions that have adopted versions of the Uniform Trust Code (UTC). IRA owners…
Wills, Trusts & Estates Prof Blog
Article: IRA Trusts Should Be Irrevocable
In IRA Trusts Should Be Irrevocable, Seymour Goldberg explains why IRA trusts should be irrevocable, especially in jurisdictions that have adopted versions of the Uniform Trust Code (UTC). IRA owners with…
The Benefit of Benefits
CalSavers Begins Assessing Penalties-Threshold Number Of Employees Drops To 5 on June 30
By Scott E. Galbreath, J.D., LL.M (Tax)
The United States Supreme Court is considering whether to hear an appeal from United States Court of Appeals for the Ninth Circuit, dismissing a case brought by the Howard Jarvis…
Wills, Trusts & Estates Prof Blog
An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act
New York County Lawyers Association has just released Seymour Goldberg's excellent eBook entitled An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act. As the website to…
Wills, Trusts & Estates Prof Blog
An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act
New York County Lawyers Association has just released Seymour Goldberg's excellent eBook entitled An Attorney’s Introductory Guide to the IRA Distribution Rules Under the Secure Act. As the website to…
The Benefit of Benefits
Inflation Adjusted Plan Limits Reiterate Advantages of Employer Plan Over CalSAVERS; Supremes May Accept Preemption Challenge
By Scott E. Galbreath, J.D., LL.M (Tax)
The IRS announced the inflation adjusted qualified plan and IRA contribution limits for 2022 in Notice 2021-61 on November 4, 2021. The new numbers include significant increases. However, importantly the…
Health Law Prof Blog
Mega-IRAs, Boon or a Bane?
Albert Feuer, Mega-IRAs, Boon or a Bane?, 49 Comp. Plan. J. 179 (2021):Peter Thiel reportedly converted a 1999 Roth IRA investment of $1,700 in PayPal “founder’s shares,” into assets that…