IRAs

Your IRA may be at Risk

Posted on: July 28th, 2009
In North Carolina standard IRAs are exempt from creditors’ claims, under state law and federal bankruptcy law. Also, qualified retirement plans, such as 401(k)s and 403(b)s, are protected under the federal ERISA law....

Is your IRA heir-tight? Probably not…

Posted on: May 22nd, 2009
The recent Kiplinger.com article How to leave an IRA that’s heir-tight contains lots of good information and advice about IRA distribution planning, but there’s a glaring omission – no discussion of the use of trusts to protect IRAs for the benefit of one’s heirs. ...

Bush Signs Worker, Retiree and Employer Recover Act of 2008

Posted on: December 24th, 2008
This morning President Bush signed H.R. 7327, the “Worker, Retiree and Employer Recovery Act of 2008” (WRERA)....

Should You Roll Your 401(k) Over into an IRA?

Posted on: October 14th, 2008
Once you cease working for an employer, you have the option of rolling over to an Individual Retirement Account (IRA) any retirement plan (such as a 401(k)) established for you while employed....

Bailout Includes IRA Charitable Rollover

Posted on: October 4th, 2008
​The Emergency Economic Stabilization Act of 2008 (H.R. 1424) passed the House yesterday, and was quickly signed by President Bush. ...

IRS to Require Retirement Plans to Offer Non-Spousal Rollovers to IRAs

Posted on: October 27th, 2007
Beginning in 2008, retirement plans (such as 401(ks) must allow non-spouse beneficiaries to roll over to an IRA. The following is from Ed Slott, CPA:...
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