Blog Posts in October, 2015
Posted on Oct 26, 2015 By The Presser Law Firm, P.A.
Life insurance can be used with an estate that knows it’s going to have to pay taxes. Life insurance proceeds do not get taxed, therefore at your death – your estate may use the proceeds ...
Continue reading "How can I use life insurance with my Estate Planning?" »
Posted on Oct 19, 2015 By The Presser Law Firm, P.A.
SEP-IRAs and Roth IRAs don’t necessarily have the same state statutory protection as do regular IRAs. Here’s why. The newer Roth plans came about after the states enacted legislation to ...
Continue reading "Are Roth IRAs as well-protected as IRAs?" »
Posted on Oct 12, 2015 By The Presser Law Firm, P.A.
From a protection viewpoint, that’s true. But it’s not necessarily true from an investment viewpoint. If you question the safety of your IRA under your state law, then it’s safer not ...
Continue reading "Isn't a pension safer in a 401K plan rather than a rollover IRA if my state only shields IRAs, say up to $50,000?" »
Posted on Oct 5, 2015 By The Presser Law Firm, P.A.
It can sometimes be wise to roll back your IRA into a qualified plan. And you can do this if your IRA was originally a rollover from an ERISA-qualified plan. Or you can set up your own qualified plan. ...
Continue reading "For lawsuit protection, can I roll back my IRA into a 401K?" »