» Roth IRA

An Estate Planning Tool Disguised in Retirement – The Roth IRA

March 7th, 2013
Seniors who convert a regular IRA into a Roth account can reduce their estate taxes and eliminate the income tax their heirs would otherwise have to pay on withdrawals taken from an inherited regular IRA. Even though a tool may not originally be desi… Read More
Read More
Categories: Estate Planning, Trust Funding
Tags: estate planning, Retirement Planning, Roth IRA

More People Get Option to Convert to Roth IRAs in Ann Arbor

January 31st, 2013
Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement… Read More
Read More
Categories: Elder Law, Estate Planning, Trust Funding
Tags: Elder Law, estate planning, Retirement, Roth IRA