Secure Act Passes So Revisit IRA Planning
December 26, 2019
The Secure Act will force faster withdrawals from Inherited IRA Accounts.
Downs Law Firm, P.C.
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Costly Mistakes with 401(k)s
December 17, 2019
This is a big one. The IRS would love for you to take every penny out of your 401(k) when you change jobs for one very good reason: more tax revenue.
Ignoring Beneficiary Designations Is a Risky Business
October 7, 2019
We are programmed to contribute the “max” to our retirement accounts, but we disregard, or do not understand, the pitfalls of improperly filled-out beneficiary forms.
Do It Yourself Estate Planning Can Lead to Bad Outcomes
October 6, 2019
Thanks to the Internet, everyone has the ability to draft wills, trusts, and a variety of other legal documents. Many documents can be produced for less than $100, requiring only a few mouse clicks and filled-in blanks.
Why the Secure Act May Make Your Retirement Less Secure
August 8, 2019
The Secure Act would upend 20 years of retirement planning and stick it to the middle class.
Retirement Minimum Distribution (RMDs) Fundamentals
July 8, 2019
Once your money is in a retirement account, it’s there until you’re ready to use it, right? Not exactly.
Your Last Will and Testament Isn’t the End of Your Estate Planning
June 17, 2019
Your estate plan isn’t finished just because your attorney has drawn up a will. Proper asset titling is the next step.
What is a Transfer on Death Account?
May 22, 2019
Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on-death accounts) allow spouses to pass small estates in a simple, convenient way.
Select the Right Designated Beneficiary, Otherwise, Your Ex Will be Delighted
May 8, 2019
You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.
Should I Designate a Trust as a Beneficiary of My IRA?
March 28, 2019
The question becomes, should they name a trust rather than an individual as a beneficiary of the IRA?
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