Drawing Too Soon on IRAs

Posted on: June 5th, 2013
Americans between the ages of 61 and 70 are withdrawing money from their IRA accounts earlier than necessary. ...

IRS Allows Rollover of IRA from Estate to Spouse

Posted on: March 21st, 2012
As I tell my clients and audiences during presentations, one should never name one’s estate as beneficiary of an IRA or other retirement account. If the estate is the beneficiary, whether from a purposeful designation, failure to name a beneficiary...

Senator Baucus Proposes Big Changes to IRAs

Posted on: February 9th, 2012
I’ve been a big proponent of planning to preserve the ability to "stretch" inherited IRAs over the life expectancy of the beneficiary, which allows for tremendous tax-deferred growth. In what came as a big surprise,...

Drafting an IRA Trust – What You Need to Know

Posted on: January 27th, 2012
I have previously blogged about IRA Trusts, which are one of my favorite estate planning tools. This afternoon I presented a 90 minute national continuing legal education teleconference and webinar on the topic. I...

How to Draft IRA Trusts – Teleconference

Posted on: December 22nd, 2011
Attorneys interested in learning more about IRA Trusts may wish to sign up for my 90 minute teleconference, How to Draft IRA Trusts, to be held on January 27, 2011 at 2:00 p.m. Eastern. The program may also be of interest to CPAs, financial planners and trust officers....

Bankruptcy Courts Agree – Inherited IRAs Exempt

Posted on: August 30th, 2011
With the Texas case of In re Chilton reversed in U.S. District Court, which held that the debtor’s inherited IRA was exempt from the claims of creditors, all bankruptcy courts that have ruled on the issue have determined that inherited IRAs are exempt in bankruptcy. ...
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