Roth IRA Archives - Taggart Law, LLC

Category: Roth IRA

GregoryOctober 11, 2016Estate Planning, IRA, Retirement Planning, Roth IRA, Taxes0 comments

We all know the rule: Sections 402(c)(3) and 408(d)(3) provide that any amount distributed from a qualified plan or IRA will be excluded from income if it is transferred to an eligible retirement plan no later than the 60th day following the day of receipt. A similar rule applies to § 403(a) annuity plans, § […]

Stretch IRAs Under Seige?

GregoryMarch 31, 2016Asset Protection, Estate Planning, Financial Advisors, IRA, Life Insurance, Roth IRA, Taxes0 comments

What’s a stretch IRA, you say? Well, it’s not a new type of IRA, rather it’s a strategy to preserve the value of an inherited IRA, to defer the tax on as much of the IRA as possible for as long as possible. As the law now stands, the owner of an IRA has to […]

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