Posts Tagged ‘ retirement planning ’

5 Options for Individual Beneficiaries of an Inherited IRA

February 5, 2010 - Paperwork

In this post, we discuss what specifically happens when an IRA account holder dies.  What choices does the individual beneficiary have? Here, we’ll start with the individual (i.e. human being) beneficiary’s options for distributing Traditional or Roth IRAs (other types of IRAs, such as SEP IRAs, SIMPLE IRAs, and Self-directed IRAs, are beyond the scope…

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Single? Have Less Than $1 Million? Why You Still Need an Estate Plan

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It is certainly easy for the estate planning lawyer to say that every adult needs at least a will.  But if we think about it, does the single person with few assets really need an estate plan at all?  Read more...

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Last Week in Estate Planning (June 26 to July 2, 2011)

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A happy Independence Day to everyone!  I hope your extended weekend is enjoyable, satisfying, and cool.  Hopefully, the following list will help condense the amount of time you spend reading estate planning articles and posts during the holiday. Top Stories of the Week Individual State Developments In Florida:  “New Legislation, Part II”, Jeffrey A. Cramer, Esq.,…

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Confidence in our Retirement: Is “The New Normal” More of the Same?

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The 2011 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI) was recently released and is beginning to receive a good amount of press coverage.  This is mainly due to the fact that the report indicates that Americans’ confidence in their ability to afford a comfortable retirement has dropped to unprecedented levels in the…

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