Tag Archives: Retirement Planning

How To Retire in a Tax-Friendly State

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 the advantages of choosing to retire in a tax-friendly state.

The …

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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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