Retirement Accounts Vulnerable to Back Taxes

Posted on: October 24th, 2013
Tax shelter for long-term savings is one of the features that attract people to Individual Retirement Accounts (IRAs). Once certain age requirements are met, distributions from IRAs are penalty-free, and Roth IRA distributions are tax-free—as opposed to taxable Traditional IRA distributions, since contributions to these retirement accounts are made with pre-tax dollars. ...

Creditor Protection for Inherited IRAs

Posted on: September 29th, 2013
In June 2013, North Carolina’s Governor signed Senate Bill 279 into law, which made changes to statutes related to estates, trusts, and guardianships. One change provides additional creditor protection on retirement accounts in North Carolina....

What if Stretch IRAs are Lost?

Posted on: August 6th, 2013
Stretch IRAs have been a popular tool for preserving wealth for future generations as distributions are tax-deferred. However, the Obama Administration has proposed disallowing stretch IRAs....

Preparing for Early Retirement

Posted on: July 23rd, 2013
Those who plan an early retirement need to take steps to preserve their assets in the face of shrinking resources and ever-increasing costs. ...

3 Steps to a Better Retirement Plan

Posted on: June 26th, 2013
What is your ideal retirement? Everyone takes their own strategy toward retirement, but generally individuals try to create a retirement plan that will provide enough money to care for themselves while affording them the means to do the things they enjoy. ...

Estate Planning for Unmarried Couples in North Carolina

Posted on: June 11th, 2013
There are thousands of couples living together in North Carolina who are not married. Relationships may be just a year old or spanning a few decades....
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