Posts Categorized: IRAs

September 11 Rescue Dogs and Other News…

Sep 22, 2011 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Estate Planning, Estate Tax, Financial Planning, Incapacity Planning, IRAs, Long Term Care, Pet Planning, Probate, Probate Questions, Retirement Planning, Wills and Trusts

The Oct 1 Women’s Only 5k for Breast Cancer, rescue dog stories from 9/11, probate seminars, identity theft, and more – we’ve got a lot going on that’s featured in our newest newsletter!   Click...

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The IRA Charitable Rollover: Do Good and Get a Tax Break

Jun 10, 2011 / By: academy

Category: Financial Planning, IRAs, Taxes

If you are over the age of 70 ½ and have assets in an IRA that you don’t rely on for your living expenses, you might want to consider using a portion of your funds...

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Final Bills: Will the Money Come from Your Retirement Account?

Apr 27, 2011 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, IRAs, Probate Questions

If you anticipate leaving behind final bills and debts, you might be concerned about where the money will come from to pay those items. Many clients wonder whether the funds in their 401(k), IRA, or...

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The Right Way to Rollover a Qualified Retirement Plan

Feb 18, 2011 / By: Cheryl K. David, Estate Planning Attorney

Category: IRAs, Retirement Planning

If you’ve recently (or not so recently) changed jobs, and you have a qualified retirement plan with your former employer, you may want to roll that account into an IRA.  Why? A couple of reasons:...

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Time to Convert to a Roth?

Nov 3, 2010 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, IRAs, Retirement Planning

If you’ve been considering converting your traditional IRA to a Roth, now may be the time to do it. Here’s why: Special Rules for 2010 For this year only, everyone – regardless of income –...

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Avoiding the IRA Early Withdrawal Penalty

Sep 24, 2010 / By: Cheryl K. David, Estate Planning Attorney

Category: IRAs

If you have a traditional IRA, you probably know there are consequences for taking a withdrawal from your account before you reach age 59 ½.  You’ll have to pay income tax on the amount withdrawn...

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Estate Planning Terms: IRA

Sep 17, 2010 / By: Cheryl K. David, Estate Planning Attorney

Category: IRAs

Traditional IRA: This is a retirement savings plan that’s relatively easy to set up on your own, and that offers you tax-deferred savings.  Usually, your contributions are tax-deductible, and the money you contribute to the...

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