Tag: Inherited IRA

We Want to Draft Your Legacy

Do You Have to Pay Taxes on Inherited IRAs?

March 21, 2022
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Read More

Can I Use a Roth IRA in Estate Planning?

January 3, 2022
Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
Read More

Should I Keep My Life Insurance Policy?

September 29, 2021
For many, there are potential benefits to continuing a life insurance policy or purchasing certain types in retirement, when it comes to taxes, estate planning and long-term care. Here are some ways to use a life insurance policy that you may not know about.
Read More

What Should I Do with an Inherited IRA?

September 24, 2021
You’ve inherited an individual retirement account, or IRA. Now what?
Read More

Estate Planning Meets Tax Planning For IRAs

March 10, 2021
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
Read More
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down