Category: IRA


Are Your Retirement Plans SECURE Friendly?

Are Your Retirement Plans SECURE Friendly? Did you previously sit down with an attorney to discuss your retirement plans and the most effective strategies for passing these on to your loved ones? Given updates in new federal laws known as the SECURE Act (Setting Every Community Up for Retirement Enhancement Act), that could significantly impact

Roth IRAs Are Surprisingly Flexible Retirement Planning Tools

Roth IRAs Are Surprisingly Flexible Retirement Planning Tools Many investors wonder whether they should put retirement savings into a traditional IRA or a Roth IRA. The following facts about Roth IRAs may surprise you and influence your decision. Can Roth IRA Contributions be Used in an Emergency? The goal of an IRA, of course, is

  • Clifford M. Cohen,
  •   Asset Protection, IRA
  •   Comments Off on Roth IRAs Are Surprisingly Flexible Retirement Planning Tools
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Protect Your IRA for Future Generations

Protect Your IRA for Future Generations Chances are, your IRA represents one of your most valuable assets. It is relatively safe from a wide range of threats while you are alive. However, this changes when you pass your IRA on to heirs. While your spouse will continue to enjoy certain protections, IRAs passed on to