vlmonroe
A Story of Dementia: The Mother Who Changed
In October 2017, Diane Norelius stopped answering the phone. Her two daughters called and called. They called Diane’s boyfriend, Denzil...
top of page
Search
vlmonroe
- Jan 21
- 9 min
Guidelines for Individual Executors & Trustees
After an individual's death, his or her assets will be gathered, business affairs settled, debts paid, necessary tax returns filed, and...
4 views0 comments
vlmonroe
- Jan 7
- 4 min
The Way to Keep Your Kids From A Probate Fight After You're Gone
Every family is different, but we see a recurring problem with many who have more than one adult child. It is the sense of entitlement to...
1 view0 comments
vlmonroe
- Nov 20, 2022
- 6 min
Leaving Retirement Benefits in Trust for Minor ChildrenThese are the options available for parents
Natalie Choate May 11, 2022 Before 2020, a client’s IRA could be left in trust for their children, with the benefit of a long “life...
6 views0 comments
vlmonroe
- Oct 15, 2022
- 3 min
How To Buy More Than $10,000 of I Bonds Before the Rate Drops
The Bureau of Labor Statistics Thursday released inflation numbers for September. The Consumer Price Index for All Urban Consumers...
4 views0 comments
vlmonroe
- Sep 18, 2022
- 4 min
Tontines: The Latest Retirement Planning Craze
Aaron Levitt Sep 15, 2022 One of the toughest problems in retirement planning has to be longevity. It’s a blessing and a curse. Making...
3 views0 comments
vlmonroe
- Aug 13, 2022
- 8 min
What The IRS Can Learn From The Florida Bar Tax Section: Comments To Clawback Proposed Regulations
Alan GassmanContributorI Write About Tax, Estate And Legal Strategies And Opportunities. Follow Aug 11, 2022,02:18pm EDT On July 26,...
2 views0 comments
vlmonroe
- Jul 21, 2022
- 2 min
The wealthy now have more time to avoid estate taxes, thanks to an IRS change
If your family has significant wealth, it’s now easier to avoid federal estate taxes, thanks to recent changes from the IRS. The IRS...
3 views0 comments
vlmonroe
- Jul 15, 2022
- 1 min
WSJ: Vanguard To Pay $6 Million To Investors Hit With Big Tax Bills
Tuesday, July 12, 2022 By Paul Caron 1.1kShares Following up on my previous posts: Wall Street Journal, Vanguard to Pay $6 Million to...
2 views0 comments
vlmonroe
- Jul 4, 2022
- 3 min
TOO OLD TO CONVERT? THINK AGAIN
Monday, June 27, 2022 By Sarah Brenner Director of Retirement Education Follow Us on Twitter: @theslottreport You may have heard how...
1 view0 comments
vlmonroe
- Jun 26, 2022
- 23 min
Summer Reading List Of “Best Books” For Financial Advisors – 2022 Edition
EXECUTIVE SUMMARY The first half of 2022 has not played out as most expected; the good news is that for most parts of the country,...
6 views0 comments
vlmonroe
- Jun 4, 2022
- 2 min
WHEN A “REVERSE ROLLOVER” MAKES SENSE
Wednesday, June 01, 2022 By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Usually, rollovers involving 401(k)...
1 view0 comments
vlmonroe
- May 29, 2022
- 3 min
JOE & LUCY – DIFFERENT RULES WITHIN THE 10-YEAR PERIOD
Wednesday, May 25, 2022 By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Some of the proposed SECURE Act...
1 view0 comments
vlmonroe
- May 8, 2022
- 11 min
Four More Years for the Heightened Gift and Tax Estate Exclusion
On the Chinese lunar calendar, 2021 was the Year of the Ox, but for many in the estate planning world, it was the “Year of the...
0 views0 comments
vlmonroe
- Apr 30, 2022
- 4 min
Fidelity will soon offer a bitcoin option on its 401(K) plans.
The investment giant wades into the volatile cryptocurrency landscape even as regulators have cautioned employers about tethering digital...
3 views0 comments
vlmonroe
- Aug 7, 2021
- 2 min
COURT DECIDES THAT BANKRUPTCY CREDITORS CANNOT TOUCH INHERITED 401(K) FUNDS
Wednesday, August 04, 2021 Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Suppose you inherit 401(k) (or other ERISA...
7 views0 comments
vlmonroe
- Jul 25, 2021
- 3 min
A Majority Of Donor-Advised Funds Send Little/No Money To Charity Every Year
Saturday, July 17, 2021 By Paul Caron 2.7kShares Following up on my previous posts (links below): Chronicle of Philanthropy, New Study...
14 views0 comments
vlmonroe
- Jun 26, 2021
- 1 min
What Covid-19 Should Have Taught us About Estate Planning and Probate
https://youtu.be/QLg_eMVOce0?t=3
9 views0 comments
vlmonroe
- May 29, 2021
- 5 min
2021 Is The Last Opportunity To Override 5-Year Rule And Stretch Distributions For 401(k)s Inherited
Denise ApplebyContributorRetirement Designated beneficiaries who inherit retirement accounts in 2019 get a one-year extension to...
7 views0 comments
bottom of page