Tax & Pension Law

Inherited IRA Excluded From Bankruptcy Estate

Tuesday, November 15, 2016

Five months before debtor filed Chapter 7 bankruptcy petition, debtor’s stepmother died, leaving an IRA naming debtor as beneficiary. Because the inherited IRA was a qualifying trust, it should not have been included in the... Continue Reading

Estate Planning With A Roth Ira

Tuesday, March 29, 2016

When it comes to saving for retirement, many investors already know how well the Roth IRA fends off Uncle Sam. But what they may not realize is that it’s equally effective as an estate-planning tool. Seniors who convert a... Continue Reading