See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
As Thomas C. Foster points out in his companion piece to this article (see p. 54), the law governing the protection of inherited individual retirement accounts from creditors is uncertain at best. The statutes and court interpretations vary from...
Well Georgia Sam he had a bloody noseWelfare Department they wouldn't give him no clothesHe asked poor Howard where can I goHoward said there's only one place I knowSam said tell me quick man I got to runOl' Howard just pointed with his gunAnd...
Roth individual retirement accounts offer the enticing benefits of tax-free growth and the ability to make withdrawals during retirement when certain conditions are met.1 But prior to this year, there was an income restriction on who could convert...
Somewhere in a bleak house in Washington, D.C.a plot exists. The conspirators are working against a favorite planning tool, the grantor retained annuity trust (GRAT). Bill after bill has been born to limit the flexibility and power of the GRAT.1...