Category: IRA

October 24, 2016February 26, 2021Basis, Capital Gains Tax, Estate Planning, Florida, Income Tax, IRA, Medicaid, NJ Estate Tax, NJ Inheritance Tax, Snowbird, Uniform Trust Act

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 […]

July 11, 2011March 15, 2021Estate Planning, IRA, IRA Stretch Trust

The Biggest Danger of a Roth IRA Conversion

After speaking with a client who did a ROTH IRA conversion last […]

April 10, 2011March 15, 2021401(k), 403(b), IRA, Life Insurance, Retirement Plans, Will

Understanding What “Per Stirpes” Means

Sometimes it’s easier not to reinvent the wheel. Back in 2006, Debra […]

October 4, 2010March 16, 2021401(k), 403(b), Administrator, Civil Union, Domestic Partnership, Estate Planning, Estate Tax, Executor, Florida, Inheritance Tax (相続税）, IRA, New Jersey, New York, Pennsylvania, Same Sex Planning

A Comparison of the Pennsylvania and New Jersey Inheritance Tax Laws

Some states, including New Jersey and Pennsylvania, have an inheritance tax. Other […]

April 7, 2010March 17, 2021asset protection, Asset Protection Trust, Estate Planning, IRA, IRA Stretch Trust

IRA Planning in Light of Robertson v. Deeb

In December of 2009, the Florida Court of Appeals concluded in Robertson […]

December 3, 2009March 22, 2021401(k), 403(b), IRA, Real Estate, Tax

A Good Time to Buy that First House – But How?

Many experts think this is a great time to buy a new […]

January 12, 2009March 23, 2021Estate Planning, Florida, Income Tax, Inheritance Tax (相続税）, IRA, New York, Pennsylvania, Snowbird, Tax Planning

‘Tis the Season to be a Snowbird

Ah, the weather outside is frightful.And Florida is so delightful.You’ve packed up […]

May 22, 2007March 24, 2021Estate Planning, Income Tax, IRA, IRA Stretch Trust, ROTH, Tax Deferral, Tax Planning

What is a Stretch IRA Trust?

Trusts in General A trust is a legal relationship that exists when […]

January 29, 2007March 26, 2021401(k), asset protection, Bankruptcy, IRA, SEP IRA

SEP IRA is a protected asset in NJ

I was asked earlier today whether a SEP IRA is protected against […]