Can I Use a Roth IRA in Estate Planning?

Posted on January 10, 2022 by shieldsandboris

Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.

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Do I Need More than a Will?

Posted on January 7, 2022 by shieldsandboris

You should be aware of what a will can’t or shouldn’t do.

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Does a TOD Supersede a Trust?

Posted on January 6, 2022 by shieldsandboris

Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.

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How Much Is the Required Minimum Distribution from Retirement Accounts?

Posted on January 5, 2022 by shieldsandboris

Americans are living longer than they were a generation ago, and the government knows it. Starting in 2022, that will be reflected in the amount of money you have to draw from retirement accounts at different ages.

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