qualified plans

Keep Track of IRS Rules on IRAs and Other Retirement Accounts

Posted on: June 26th, 2012
Owners of individual retirement accounts might face increased scrutiny by the IRS in the near future, posing the danger of hefty penalties for account mistakes that have previously gone unnoticed....

12 Scary Beneficiary Designation Mistakes

Posted on: October 31st, 2011
It’s Halloween, and tonight kids of all ages will be dressed in an assortment of costumes, many designed to frighten. What frightens an estate planner? Here are a dozen examples of scary planning (or lack thereof) with regard to life insurance and retirement plan beneficiaries:...

Operation of Law: Coordinate your Will and Property Ownership, etc.

Posted on: December 28th, 2010
You know the importance of having a will. If you die "intestate" (without a will in legal language), your state’s laws will determine the disposition of your assets....

IRS Announces 2011Retirement Plan Contribution Limits

Posted on: November 3rd, 2010
IRS Announces Pension Plan Limitations for 2011 WASHINGTON — The Internal Revenue Service today announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2011. ...

Is Your 403(b) Account Safe from Creditors?

Posted on: October 29th, 2010
403(b) plans are employee-funded retirement savings plans offered by educational institutions and 501(c)(3) charitable organization. While the plans of private schools are automatically covered by the Employer Retirement Income Security Act 0f 1974 (ERISA), public schools and universities are exempt. ...

Retirement Accounts and Estate Tax Planning

Posted on: August 25th, 2010
Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts....
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