Unforeseen Consequences of the Roth IRA Conversion
This is another guest post from JoeTaxpayer. On my blog, I’ve shared several articles that discussed the Roth IRA conversion event of 2010 in great length and detail. While this is can be a great opportunity for many, there are several instances that a conversion does not. I looked to JoeTaxpayer to share some pros and cons of the Roth …
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What is the Purpose of a Trust?
This is the second part of a two-part series on estate planning by JoeTaxpayer. Be sure to check out the first post What is Estate Planning. Earlier, we talked about designated beneficiaries. It’s important to note that the accounts which use designated beneficiaries to avoid probate and are not subject to public disclosure. This leads us to the next topic, …
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What is Estate Planning?
This is another guest post from JoeTaxpayer. This is a two part series discussing estate planning. I am going to die. No, I don’t have a terminal disease, I am going to die because I am human, and dying is part of living. I won’t die any sooner for the fact that I have a will, in fact, with a …
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