May 1, 2020 | Estate Planning, estate tax, Nursing Home Costs, roth conversions, trusts
It’s a New Year and, like most, you’ve probably made a list of resolutions…is protecting your family, your life savings and legacy on that list? If you do not have an estate and asset protection plan, then 2010 is the time to create one!Many erroneously believe that...
May 1, 2020 | Elder Law, Mistakes, Nursing Home Costs, roth conversions, Tax on IRAs
DECIDING TO WAIT AND SEE IS A BIG MISTAKESome people have suggested waiting to see how Congress deals with the estate tax before doing any planning, but waiting to plan is a big mistake! Whether or not your estate is large enough to be concerned with a Massachusetts...
May 1, 2020 | Estate Planning, massachusetts estate planning strategies, retirement plans, roth conversions, Tax on IRAs
With the stock and bond markets in another rollercoaster and tax rates on the upswing, many people are concerned about their retirement planning. Whether it is a Roth conversion or how to complete a beneficiary designation, we hear many questions from our...May 1, 2020 | Estate Planning, IRA, Metro West Estate Plan, roth conversions, Roth IRA
Roth IRAs have become the darling of the financial media recently. Of course much of the chatter has been about using a Roth as part of your retirement planning strategy, and the superb conditions for Roth conversions. But what about the Roth IRA and your estate...May 1, 2020 | 2011, roth conversions, Roth IRA, Tax on IRAs, Tax Savings
Roth IRAs have gained popularity over the past few years, and for good. However, one thing most media commentators fail to address is that sometimes the people who could benefit most from a Roth conversion are the ones for whom such a conversion could carry the...May 1, 2020 | 401(k), IRA, Retirement, retirement plans, roth conversions, Roth IRA
There are many different retirement plan options for small businesses (25 or fewer employees). Before you decide which one would be best for your business, consider the following questions: 1. Can I afford a match for my employees? 2. Do I want to allow...
