NJ Estate Tax Repeal: How Does This Affect You?
It’s official. According to NJ.com, Governor Christopher Christie has signed a bill to repeal the […]
Read moreCategory: IRA
The Biggest Danger of a Roth IRA Conversion
After speaking with a client who did a ROTH IRA conversion last […]
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Understanding What “Per Stirpes” Means
Sometimes it’s easier not to reinvent the wheel. Back in 2006, Debra […]
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A Comparison of the Pennsylvania and New Jersey Inheritance Tax Laws
Some states, including New Jersey and Pennsylvania, have an inheritance tax. Other […]
Read moreIRA Planning in Light of Robertson v. Deeb
In December of 2009, the Florida Court of Appeals concluded in Robertson […]
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‘Tis the Season to be a Snowbird
Ah, the weather outside is frightful.And Florida is so delightful.You’ve packed up […]
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What is a Stretch IRA Trust?
Trusts in General A trust is a legal relationship that exists when […]
Read moreSEP IRA is a protected asset in NJ
I was asked earlier today whether a SEP IRA is protected against […]
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