09.26.2014
New After-Tax Rollover Rules For Your 401(k)
New rules for your 401(k) could actually end up benefitting you. If you have saved after tax money in your 401(k) retirement account, it can …
New After-Tax Rollover Rules For Your 401(k)
New rules for your 401(k) could actually end up benefitting you. If you have saved after tax money in your 401(k) retirement account, it can be rolled over to a Roth IRA. While in the Roth IRA, your money will grow on a tax free basis instead of a tax deferred basis. You’ll avoid having to pay pro rata taxes on your distribution, too.
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09.25.2014
Busting Common Trust Myths
Used properly, a trust can be the right tool for managing or transferring your assets. Here are three common myths about trusts to help you …
09.24.2014
What Qualifies as a Digital Asset?
One of the biggest buzzword phrases in estate planning today is “digital asset”. But what does that mean, and how should you plan for it? …
09.23.2014
Distinguishing Non-probate and Probate Assets
Ensuring that your will is properly written and structured is critical for the will’s terms to be carried out in the manner you wish. Failing …
09.22.2014
Summer Wrap Up: Estate Planning For Your Vacation Homes
The close of another summer is a great time to think about your future plans for any family-owned vacation homes. It can be really hard …
09.18.2014
When LLC Members Pass Away: What Are Executor Rights?
A recent case highlights some of the questions surrounding the situation mentioned in the title. According to the default rule in New York, the death …
09.17.2014
When to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. …
09.16.2014
Self-Employment Tax and K-1 Income: What You Need to Know
What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those …
09.16.2014
Self-Employment Tax and K-1 Income: What You Need to Know
What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those …
08.29.2014
Don’t Make This Mistake With Digital Assets
As virtual currencies like Bitcoins become more popular, even the IRS has recognized the possible value in these assets. As the owner of any kind …
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