Can I Use a Roth IRA in Estate Planning?
Posted on January 10, 2022 by shieldsandborisRoth 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.
Do I Need More than a Will?
Posted on January 7, 2022 by shieldsandborisYou should be aware of what a will can’t or shouldn’t do.
Does a TOD Supersede a Trust?
Posted on January 6, 2022 by shieldsandborisBoth help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
How Much Is the Required Minimum Distribution from Retirement Accounts?
Posted on January 5, 2022 by shieldsandborisAmericans 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.