Must Read: Three Ways Coronavirus Relief Changes Retirement Account Tax Rules

coronavirus retirement plan changes

Those of you familiar with Joseph L. Motta, LPA know that we typically focus our blogs, posts and updates on estate planning, long term care planning and special needs planning. However, we will be expanding our topics to provide expertise Read More …

Important Change Affects Special Needs Planning: Stretch IRAs Eliminated.

Update Special Needs Planning

A stretch IRA was an estate planning strategy that applied to an Individual Retirement Account (IRA) inherited by a non-spouse, such as a child beneficiary. By using the stretch strategy, IRAs could be passed on, taking advantage of tax-deferred and/or tax-free Read More …