IRA

Think Twice Before Naming a Trust as an IRA Beneficiary

Monday, December 02, 2013
Many individuals are advised by their attorneys to set up a trust. There are a lot of good reasons to have a trust. But you really have to think twice before naming a trust as the beneficiary of an IRA. Read that sentence again – think twice before naming a trust as the beneficiary of an IRA. When that happens, who is the beneficiary of the IRA? Click to find out.
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How to LOSE an IRA in Divorce

Friday, November 22, 2013
I had an interesting question from an advisor. His married clients don’t like each other anymore. They have considered their options; stay together, get a legal separation, or get a divorce. They have decided to do none of these things.
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What Does Your Will Mean to Your Estate?

Friday, November 15, 2013
Do you have a will? Most people who need one, realize that they need one. Most of those people actually do something about it and put a will in place for their estate. But what is your will really doing for you?
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Contributing to an IRA When You Are Married Filing Separately

Tuesday, November 12, 2013
If you are married, you can choose between filing your federal income tax return as a joint return or as a separate return. In general, the married-filing separately (MFS) status typically gives you fewer tax benefits than filing jointly. We explain in detail below.
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Ruling to Remember: Waiving the 60-Day Rollover Requirement

Friday, November 08, 2013
In this month's Ruling to Remember, we look at Private Letter Ruling 201339002, wherein a Taxpayer we will call Sue claimed that her old financial institution never adequately explained the 60-day rollover rule, costing her the ability to roll an IRA distribution over to a new IRA at a new financial institution.
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