Tag Archives: Retirement Planning

Choose a Tax-Friendly State for Your Retirement

Lisa Goddy, Esq.

Lisa Goddy, Esq.

Estates and trusts lawyer, Lisa Goddy, will join William Wolfe of Fragasso Advisors and Kathy Bell of K. A. Bell, CPA, for an informative discussion about which states offer the best tax advantages for retirement.

The public …

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How To Protect Inherited IRAs From Creditors After The Clark v. Rameker Decision

by Charles Hadad, Esq.Coin Dropping Into Piggy Bank

In a recent decision, Clark v. Rameker,1 the U.S. Supreme Court unanimously held that inherited IRAs are not exempt from the beneficiary’s creditors because inherited IRAs are not “retirement funds” within the meaning …

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