Showing posts with label inherited IRA. Show all posts
Showing posts with label inherited IRA. Show all posts
Monday, September 20, 2021

Liberal Magazine Fires Shot Across the Bow of Cruise Ship Roth IRA

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A Roth IRA is an individual retirement account (IRA) that allows qualified withdrawals on a tax-free basis provided certain conditions are s...
Monday, May 10, 2021

Trusts as Beneficiaries of IRAs Post Secure Act- The Song Remains the Same?

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A common question this year is, "should I name my trust the beneficiary (or contingent beneficiary) of an IRA after passage of the Secu...
Thursday, April 29, 2021

Inherited IRA Beneficiaries May Be Required To Take RMD’s

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The SECURE Act became law on January 1, 2020 and made several changes to the rules for retirement accounts. One provision is that non-spous...
Monday, February 3, 2020

Secure Act- As the Dust Settles

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The SECURE Act was passed in late December, so the first few weeks of the year brought significant discussion about what it means, what i...
Monday, March 16, 2015

Inherited IRA Not Part of New Jersey Resident's Bankruptcy Estate

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A U.S. bankruptcy court determined recently that, at least under New Jersey law, an inherited IRA is not part of the bankruptcy estate, not...
Tuesday, September 16, 2014

Roth IRAs Dim as Inheritance Vehicles- Beware the Rush to Covert

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Roth IRA's may sound like a great idea for passing wealth to family members—the funds essentially can grow tax-free over your lifetim...
Thursday, July 10, 2014

Inherited IRA's are not Exempt from Creditors in Bankruptcy

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In a unanimous opinion, the U.S. Supreme Court has ruled that funds held in an inherited individual retirement account (IRA) are not exempt...
Monday, December 9, 2013

Supreme Court to Decide Whether Inherited IRA's Protected from Creditors

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The U.S. Supreme Court has agreed to hear a case that will decide whether inherited individual retirement accounts (IRAs) are available to...