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Robertson Estate Planner

Saturday, February 5, 2011. IRA Inheritance Trust - IRA Beneficiary Trust - IRA Management Trust? As more "baby boomers" are retiring and rolling over large 401(k). And other retirement plans to IRAs, proper tax and estate planning for IRAs have become increasingly important. An IRA inheritance trust will stretch the IRA over a long period of time, ensuring continued deferral of income taxes, protection against lawsuits, creditors and divorces, and maximizing the value of the IRA or retirement plan.

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Robertson Estate Planner | robertsonestateplanner.blogspot.com Reviews
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Saturday, February 5, 2011. IRA Inheritance Trust - IRA Beneficiary Trust - IRA Management Trust? As more baby boomers are retiring and rolling over large 401(k). And other retirement plans to IRAs, proper tax and estate planning for IRAs have become increasingly important. An IRA inheritance trust will stretch the IRA over a long period of time, ensuring continued deferral of income taxes, protection against lawsuits, creditors and divorces, and maximizing the value of the IRA or retirement plan.
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Robertson Estate Planner | robertsonestateplanner.blogspot.com Reviews

https://robertsonestateplanner.blogspot.com

Saturday, February 5, 2011. IRA Inheritance Trust - IRA Beneficiary Trust - IRA Management Trust? As more "baby boomers" are retiring and rolling over large 401(k). And other retirement plans to IRAs, proper tax and estate planning for IRAs have become increasingly important. An IRA inheritance trust will stretch the IRA over a long period of time, ensuring continued deferral of income taxes, protection against lawsuits, creditors and divorces, and maximizing the value of the IRA or retirement plan.

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robertsonestateplanner.blogspot.com robertsonestateplanner.blogspot.com
1

Robertson Estate Planner: JOINT OWNERSHIP OF PROPERTY WITH YOUR CHILDREN? RISKY?

http://robertsonestateplanner.blogspot.com/2011/01/joint-ownership-of-property-with-your.html

Tuesday, January 25, 2011. JOINT OWNERSHIP OF PROPERTY WITH YOUR CHILDREN? Aging parents often want to name a child as a joint owner of a house or other property to avoid Probate estate problems. It's not a good idea, estate planning lawyers say. One of the most popular ways parents try to avoid probate is by. Naming a child as joint owner. Of a property - a bank account, CD or house, for example. Knowledgeable lawyers and financial advisors. Say this is a mistake. Opens a can of worms-. Laws vary by sta...

2

Robertson Estate Planner: February 2011

http://robertsonestateplanner.blogspot.com/2011_02_01_archive.html

Saturday, February 5, 2011. IRA Inheritance Trust - IRA Beneficiary Trust - IRA Management Trust? As more "baby boomers" are retiring and rolling over large 401(k). And other retirement plans to IRAs, proper tax and estate planning for IRAs have become increasingly important. An IRA inheritance trust will stretch the IRA over a long period of time, ensuring continued deferral of income taxes, protection against lawsuits, creditors and divorces, and maximizing the value of the IRA or retirement plan.

3

Robertson Estate Planner: IRA Inheritance Trust - IRA Beneficiary Trust - IRA Management Trust??

http://robertsonestateplanner.blogspot.com/2011/02/ira-inheritance-trust-ira-beneficiary.html

Saturday, February 5, 2011. IRA Inheritance Trust - IRA Beneficiary Trust - IRA Management Trust? As more "baby boomers" are retiring and rolling over large 401(k). And other retirement plans to IRAs, proper tax and estate planning for IRAs have become increasingly important. An IRA inheritance trust will stretch the IRA over a long period of time, ensuring continued deferral of income taxes, protection against lawsuits, creditors and divorces, and maximizing the value of the IRA or retirement plan.

4

Robertson Estate Planner: SPOUSAL ROLLOVER OF IRA - AUTOMATIC? THINK AGAIN!

http://robertsonestateplanner.blogspot.com/2011/01/spousal-rollover-of-ira-automatic-think.html

Tuesday, January 25, 2011. SPOUSAL ROLLOVER OF IRA - AUTOMATIC? Spousal Rollover of IRA? 8211; Take Care! When a spouse inherits an IRA, it is “generally desirable” to perform a spousal rollover. This allows the spouse to defer required minimum distributions until he/she reaches his/her required beginning date and also allows for further deferral to after the surviving spouse’s death if the spouse does proper beneficiary planning. However, as this case highlights, if a spouse is younger. Mrs Sears also h...

5

Robertson Estate Planner: Will the Tax Relief Act of 2010 Mean Undesirable Results For Some Trust Estate Plans

http://robertsonestateplanner.blogspot.com/2011/01/will-tax-relief-act-of-2010-mean.html

Saturday, January 22, 2011. Will the Tax Relief Act of 2010 Mean Undesirable Results For Some Trust Estate Plans. Congress passed new tax legislation re-enacting the Federal Estate Tax (Death Tax) on December 17, 2010. But the Death Tax will, at least for the years 2011 and 2012, apply only to estates that exceed $5 million net worth at death, (or $10 million for married couples). It is clearly time to review your trust with your attorney to determine if this potential exists in your own estate plan.

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Robertson Estate Planner

Saturday, February 5, 2011. IRA Inheritance Trust - IRA Beneficiary Trust - IRA Management Trust? As more "baby boomers" are retiring and rolling over large 401(k). And other retirement plans to IRAs, proper tax and estate planning for IRAs have become increasingly important. An IRA inheritance trust will stretch the IRA over a long period of time, ensuring continued deferral of income taxes, protection against lawsuits, creditors and divorces, and maximizing the value of the IRA or retirement plan.

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