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Spousal Rollover When RLT is Beneficiary

by Joel Roettger | Jun 28, 2017 | Estate Planning, Retirement Assets, Tax

Is a spousal rollover available when the beneficiary of an IRA is a revocable trust? Surprisingly, in some cases, the IRS says yes. Decedent named a joint revocable trust as the beneficiary of his IRAs. He established the trust with Wife, and the couple funded the...

Estate Planning for Retirement Assets in a Nutshell

by Joel Roettger | May 16, 2017 | Estate Planning, Retirement Assets, Tax

When the owner of an IRA or 401(k) plan dies, the plan must pay out over some period of time. This is true regardless of whether the IRA/401(k) is a traditional account or a Roth account. The only exception is when the surviving spouse is named a beneficiary. In that...

Forms of Asset Protection

by Joel Roettger | May 15, 2017 | Asset Protection, Estate Planning, Trusts

Ownership by the Other Spouse–It is not uncommon for a spouse with high liability exposure to transfer assets to his or her spouse with a lower risk profile. Tenancy by the Entirety (TBE)–TBE refers to assets titled in the name of husband and wife. A...

2018 HSA Limits Announced

by Joel Roettger | May 5, 2017 | Asset Protection, Estate Planning, Retirement Assets, Tax

The IRS has announced the maximum amount an individual can contribute to a Health Savings Account (HSA) in 2018. For individuals with self-only coverage, the HSA limit will be $3,450. For individuals with with family coverage, the limit will be $6,900. In order to...

2017 Probate Omnibus Bill: What’s Missing?

by Joel Roettger | Apr 26, 2017 | Estate Planning, Probate, Trusts

The 2017 probate omnibus bill is notable not just for what it contains, but also for what it does not contain. The original version of the bill was HB 0567. It contained several sections that addressed the effect of divorce or annulment on an estate plan. Under...
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