vlmonroe
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...
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vlmonroe
Aug 13, 20228 min read
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,...
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vlmonroe
Aug 3, 20220 min read
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vlmonroe
Jul 21, 20222 min read
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...
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vlmonroe
Jul 15, 20221 min read
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...
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vlmonroe
Jul 4, 20223 min read
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...
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vlmonroe
Jun 26, 202223 min read
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,...
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vlmonroe
Jun 4, 20222 min read
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)...
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vlmonroe
May 29, 20223 min read
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...
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vlmonroe
May 8, 202211 min read
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...
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vlmonroe
Apr 30, 20224 min read
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...
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vlmonroe
Aug 7, 20212 min read
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...
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vlmonroe
Jul 25, 20213 min read
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...
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vlmonroe
Jun 26, 20211 min read
What Covid-19 Should Have Taught us About Estate Planning and Probate
https://youtu.be/QLg_eMVOce0?t=3
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vlmonroe
May 29, 20215 min read
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...
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vlmonroe
May 22, 20212 min read
ARE YOU READY FOR THE SON OF SECURE?
Monday, May 10, 2021 By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport On May 5, the House...
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vlmonroe
May 16, 20214 min read
Gifts of Securities, Cash by U.S. Resident to French Resident Exempt up to $11.7M
May 14, 2021, 3:00 AM Gifts of securities or cash from a U.S. tax resident to a French tax resident may be exempt from French gift tax up...
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vlmonroe
Apr 29, 202129 min read
Fact Sheet: The American Families Plan
APRIL 28, 2021 • STATEMENTS AND RELEASES Today, President Biden announced the American Families Plan, an investment in our kids, our...
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vlmonroe
Apr 2, 20215 min read
Some Random Musings About Single-Member LLCs Versus Multiple-Member LLCs
Jay AdkissonContributor Personal Finance I cover Wealth Preservation in its legal permutations At least once a month, I get a call from...
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vlmonroe
Mar 6, 20213 min read
Zappos’ Tony Hsieh Death With No Will Adds Fees, Public Filing, Taxes
Robert W. WoodContributor Taxes Worth an estimated $700 million, former Zappos CEO Tony Hsieh reportedly died without a will. Reports...
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