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Tag Archives for: "retirement"

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Retirement Plan Changes Possible

By Larry S. Blair
In Tax and Estate Planning Posted October 8, 2018

The House Ways and Means Committee is considering retirement plan changes. Retirement issues aren’t unpopular with the Democratic minority in the Senate.  The retirement provisions can be [...]

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The Importance of Your Beneficiary Designation

By Larry S. Blair
In Tax and Estate Planning Posted June 29, 2015

For many people, an Individual Retirement Account (IRA) can be your most valuable and important retirement asset. However, planning for the transfer of an IRA at one’s death often does not get [...]

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Protecting Retirement Funds for Future Generations

By Metz Lewis Brodman Must O'Keefe
In Tax and Estate Planning Posted October 13, 2014

Generally, IRAs are protected from claims of the contributor’s creditors under federal bankruptcy law, (with the exception of divorce). However, a recent ruling by the Supreme Court peels back [...]

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