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Posts tagged "IRA"

How can Kent residents stretch out an inherited IRA?

Readers in the Seattle area who anticipate inheriting a loved one's individual retirement account may want to take note of some frequently disregarded considerations that can have serious inheritance tax consequences. As long as taxpaying beneficiaries act quickly and avoid some common mistakes, certain opportunities are available to increase the long-term value of an inherited IRA and avoid double taxation.

How to account for uncertainties in estate planning?

Many Washington residents in the Kent area may feel confident about their current estate plan. But to ensure that the assets included in a family inheritance are protected, there may be certain modifications that are necessary for an estate plan to remain a strong one.

Laws regarding IRA transfers may change for Washington residents

Residents in the Seattle area who are concerned with matters of estate planning may have been following recent news reports regarding inherited individual retirement accounts. Max Baucus, the U.S. Senate Finance Committee Chairman, has proposed tougher requirements on IRA transfers to beneficiaries, although he said he would hold back for now on an effort to change the laws regarding inheritance.

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To speak with an attorney at Gellner Law Group about estate planning, probate, trusts, wills or tax controversy, contact our law office in Kent, Washington, today. You can call 425-336-2908 or send us an email. We provide representation across the entire Seattle-Tacoma metropolitan area.

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