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Tag Archives: Retirement Planning
How To Retire in a Tax-Friendly State
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 the advantages of choosing to retire in a tax-friendly state.
The public is invited …
Posted in Legal Watch, Estates and Trusts, Events
Tagged Estate Planning, Retirement Planning
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How To Protect Inherited IRAs From Creditors After The Clark v. Rameker Decision
by Charles Hadad, Esq.
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 …
Posted in Legal Watch, Estates and Trusts
Tagged Retirement Planning, IRA, Beneficiary, Inheritance
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