Unforeseen Consequences of the Roth IRA Conversion
This is another guest post from JoeTaxpayer. On my blog, I’ve shared several articles that discussed the Roth IRA conversion event of 2010 in great length and detail. While this can be a great opportunity for many, there are several instances that a conversion does not. I looked to JoeTaxpayer to share some pros and cons of the Roth IRA …
READ MORE
What Is the Purpose of a Trust?
This is the second part of a two-part series on estate planning by JoeTaxpayer. Be sure to check out the first post What is Estate Planning. Earlier, we talked about designated beneficiaries. It’s important to note that the accounts that use designated beneficiaries to avoid probate are not subject to public disclosure. Table of ContentsSpecial Needs Trust (Also Called a …
READ MORE