Elder Law and Estate Planning Attorney
A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. Unlike a traditional IRA, contributions to a Roth IRA are taxed, which Read More …
Retirement account owners, many of whose retirement balances have been pummeled by a stock market drop due to the coronavirus pandemic, do not have to take mandatory withdrawals this year. Typically there are rules mandating Required Minimum Distributions, or RMDs, Read More …
In previous posts, “Important Change Affects Special Needs Planning: Stretch IRAs Eliminated.” and “Time to Check-Up on your Estate Plan if it Includes IRAs” we have covered certain implications of the recent SECURE Act. In this post we cover the Read More …
