Legal Advice for “IRA Account” — 8 results
Written by attorney Jonathan Millet, 6 months ago.
Using joint accounts and beneficiary designations in Arizona can often create unintended consequences. This guide discusses some of the issues. What could go wrong if I list someone else as... more
Written by attorney Matthew Johnson, almost 2 years ago.
For many middle-class families, the biggest or second biggest asset they have is their retirement account. Unfortunately, our wonderful politicians and IRS have made retirement accounts... more
Written by attorney E. Davidoff, about 1 year ago.
The following article was written by Melanie Cobb, CPA and Robbin R. Weiner, CPA, CGMA of E. Martin Davidoff Associates.
Understanding Required Minimum Distributions
A great strategy to... more
Written by attorney William Bronchick, over 2 years ago.
By now I am sure youve heard that it is legal, permissible, and profitable to invest in real estate using your self-directed IRA, SEP, or Roth IRA. If youve been using this technique, you... more
Written by attorney Stephen Mendel, about 3 years ago.
A Spousal IRA is a type of retirement account that is available to someone that is married to a working spouse, but does not work themselves. This type of account is just as important as a... more
Written by attorney Ricki Goodstein, about 3 years ago.
Consider the Complexity and Uncertainty of the Rules As will be discussed in the following sections of this Report, there is considerable complexity and uncertainty in determining how the... more
Written by attorney Shirley Tam, over 3 years ago.
Individuals who have dutifully saved and invested their money during their lifetime oftentimes have large IRA accounts. In some cases, it may be important to think about how to name the... more
Written by attorney Douglas Lineberry, almost 5 years ago.
Review Your Beneficiary Designation Forms Regularly Our lives are constantly changing and our estate plans should be amended and updated to reflect these changes. Many people fail to... more
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