Tag Archives: Roth conversion

Rinse and repeat: will tax reform lead to more retirement account “revenue” tricks?

Recent News, , ,

  I was recently reading an article by Mark Miller (columnist for Reuters), entitled “Will Republicans fund tax cuts by tapping retirement piggy bank?” (see his complete article at the bottom of this post), and it reminded me of an article I wrote in 2010 related to in-plan 401k Roth conversions and the way in … Continue reading Rinse and repeat: will tax reform lead to more retirement account “revenue” tricks?

Read More

PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments”

Estate Planning, Recent News, Self Directed IRA, , , , , , , , , ,

[The following blog post is a written summary of my presentation at the 59th Annual Estate Planning Conference in Seattle, WA on October 31, 2014.  It was truly an honor to be asked to speak at such an important event to northwest attorneys, CPAs, and financial professionals]. The overall purpose of my presentation was to … Continue reading PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments”

Read More