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Considerations for Non-Spousal Beneficiaries of Roth IRAs

04.22.22 written by KWGD

Considerations for Non-Spousal Beneficiaries of Roth IRAs We had previously discussed various issues pertaining to Roth IRAs and your options if you are the spouse of an individual who passed away and owned a Roth IRA. For...

Potential Estate Changes with New Biden Administration

04.22.22 written by KWGD

Potential Estate Changes with New Biden Administration As all of you are aware, Joe Biden is now the 46th President of the United States. As a result of President Biden being in office, a number of individuals are concerned...

Federal Estate Taxes and Internal Revenue Code Section 6166

04.22.22 written by KWGD

Federal Estate Taxes and Internal Revenue Code Section 6166 There are concerns that the federal estate tax exemption will be drastically reduced by President Biden and the new administration to levels as low as $3,500,000. ...

I am the Beneficiary of a Roth IRA. Now What Do I Do?

04.22.22 written by KWGD

I am the Beneficiary of a Roth IRA. Now What Do I Do? Each year I receive a number of phone calls from clients who have been named as the beneficiary of a deceased loved one’s Roth IRA. A Roth IRA is a special type of IRA...

Krugliak, Wilkins, Griffiths & Dougherty Issues Statement About Recent Ohio Supreme Court Decision in Gibson’s Bakery vs. Oberlin College Case

Basic Rules of Medicaid

Considerations for Non-Spousal Beneficiaries of Roth IRAs

Potential Estate Changes with New Biden Administration

Federal Estate Taxes and Internal Revenue Code Section 6166

I am the Beneficiary of a Roth IRA. Now What Do I Do?

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