Topic
IRA
195 published works
Wills, Trusts & Estates Prof Blog
Ed Slott’s IRA Advisor: Tax & Estate Planning For Your Retirement January 2020
Seymour Goldberg, senior partner at Goldberg & Goldberg, a law firm in Melville, NY, has written two practitioner guides for the American Bar Association on IRA compliance issues. He is…
Wills, Trusts & Estates Prof Blog
Effective Use of IRA Assets in Tax and Estate Planning After the Secure Act (Includes IRS Compliance)
Seymour Goldberg, CPA, MBA, JD, a senior partner in the law firm of Goldberg & Goldberg, P.C., Long Island, New York, will be presenting a program with the following description:Many…
Wills, Trusts & Estates Prof Blog
CLE on Effective Use of IRA Assets in Tax and Estate Planning After the Secure Act (Includes IRS Compliance Issues)
Seymour Goldberg is presenting a seminar entitled, Effective Use of IRA Assets in Tax and Estate Planning After the Secure Act (Includes IRS Compliance Issues), on Wednesday, January 29, 2020…
Wills, Trusts & Estates Prof Blog
Taxpayers with Conduit Trust Planning Should Consider Revising that Planning ASAP
Trusts have numerous benefits, including limiting beneficiary access to funds, protection of trust assets from creditors, and third party management over assets placed in the trust. Many taxpayers choose to…
Rubin On Tax
Taxpayers with Conduit Trust Planning Should Consider Revising that Planning ASAP
Taxpayers often direct their IRA accounts to be paid into trust for beneficiaries at their death. This is often done to accomplish the usual benefits of trusts, including limiting beneficiary…
Life/Death/Law Blog by Liza Hanks
Inheriting an IRA: What to Do?
By Liza Hanks
Inheriting money is not something most of us do more than once or twice in a lifetime, if ever. For the vast majority of us, this money comes to us…
The CPA Desk
How IRA Charitable Donations Can be Beneficial
Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ or older, and don’t need the money from required minimum distributions, you…
Supreme Court Update
Rousey v. Jacoway (03-1407)
Greetings, Court fans! Before officially recessing for two weeks, the Court surprised us with two more opinions. We'll try to be brief . . . . In Rousey v. Jacoway,…
The CPA Desk
Carefully Plan Your Traditional IRA Withdrawals…
By Becky Leong
If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical to carefully plan for withdrawals…
Legal Point Blog
House passes legislation affecting IRA distributions
Today the House of Representatives passed legislation that would affect IRA distribution rules. The key change that affects estate planning is the provision that would limit the duration of post-death…