Offset Your Roth IRA Conversion Costs By Acting Charitably
Roth individual retirement accounts offer the enticing benefits of tax-free growth and the ability to make withdrawals during retirement when certain...
Are IRAs and Charities the Perfect Match?
You own individual retirement account and non-IRA assets. You want a certain amount of your estate to pass to charity, and you want the charitable gift...
Plan Ahead for Roth IRA Conversions
Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their...
Creditor Claims on Retirement Benefits
Four recent court decisions shed some new light on certain situations clients may encounter in dealing with creditors' claims on individual retirement...
Using Trusts to Protect Benefits from Beneficiaries' Creditors
As Thomas C. Foster points out in his companion piece to this article (see p. 54), the law governing the protection of inherited individual retirement...
Related Links
A Tax Plan
www.ataxplan.comTrusts & Estates contributing editor and noted retirement benefits expert Natalie B. Choate has a website featuring pdfs of "Choate's Notes," which the website describes as "a newsletter with interesting tidbits for professionals, mainly on the subject of estate planning for retirement benefits. It is sent by first class mail only, and as of now is free… The publication schedule is extremely irregular."
Natalie B. Choate's regular podcast on Morningstar
advisor.morningstar.com/products/podcasts.aspLeimberg Information Services, Inc.
www.leimbergservices.comFrom the website: "We provide Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning Newsletters."
Ed Slott's IRA Advisor
www.irahelp.comRetirement resources for advisors and consumers from Ed Slott, CPA, noted retirement benefits expert. Includes a discussion forum, IRA updates, and searchable databases for attorneys and other advisors.
Brentmark software
www.brentmark.comFrom the website: "Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software."
Benefits Link
www.benefitslink.comFrom the website: "Our goal is to help you, the employee benefits professional, do your job. Every day we link you to the freshest news, analysis, opinions and government documents about employee benefit plans. Our coverage emphasizes compliance, administration, design (especially cost savings), and policy. We cover all kinds of plans: 401(k), pension, profit-sharing and other retirement plans; group health, disability and other kinds of welfare plans; and executive benefits. We cover ERISA plans sponsored by private employers, and we cover ERISA-exempt plans sponsored by governments, churches, or for executives only."
Advisory Board -
Retirement Benefits Committee
Michael J. Jones (chair)
Thompson Jones LLPThomas C. Foster
McCandlish Holton, PCMarcia Chadwick Holt
Davis Graham & Stubbs, LLPChristopher R. Hoyt
University of Missouri-Kansas City Law SchoolSusan B. Slater-Jansen
Sonnenschein Nath & Rosenthal LLPBruce D. Steiner
Kleinberg, Kaplan, Wolff & Cohen, P.C.Complete list of the Trusts & Estates Editorial Advisory Board
