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Home / Archives for 401(k)

Tax Tips after New Year

February 1, 2019 by Brandon McGee

The New Year is here.  Can you do anything to reduce your tax liability for 2018?  This article provides a few tax tips now that we’ve begun another year.  Read on to learn more. Tax Tips after New Year … [Read more...] about Tax Tips after New Year

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), estimated tax withholding, IRA, New Year, retirement, tax tips

Naming a Trust as Beneficiary of an IRA

November 1, 2018 by Brandon McGee

Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation of the individual would not. Naming a Trust as Beneficiary of an IRA … [Read more...] about Naming a Trust as Beneficiary of an IRA

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), Asset Protection, IRA, required minimum distributions

6 Important Estate Planning Considerations – Part 6: Taxes

July 2, 2018 by Brandon McGee

An estate plan considers many important aspects. One of the many aspects to consider is the impact of taxes. This article examines some of the many ways consideration of taxes might impact an estate plan. 6 Important Estate Planning Considerations – Part 6: Taxes … [Read more...] about 6 Important Estate Planning Considerations – Part 6: Taxes

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), beneficiary, estate planning, IRA, Roth, tax, trust

6 Important Estate Planning Considerations – Part 5: Retirement Assets

June 1, 2018 by Brandon McGee

Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues. 6 Important Estate Planning Considerations – Part 5: Retirement Assets … [Read more...] about 6 Important Estate Planning Considerations – Part 5: Retirement Assets

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), estate planning, IRA, retirement, Roth IRA

Age-Related Retirement Milestones

March 1, 2018 by Brandon McGee

Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will be helpful in your retirement planning process. Age-Related Retirement Milestones … [Read more...] about Age-Related Retirement Milestones

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), distribution, estate planning, IRA, Medicare, retirement

Planning for Retirement Plans and IRAs: Asset Protection

February 2, 2018 by Brandon McGee

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the asset protection of such plans and how a trust may be used to provide asset protection. Planning for Retirement Plans and IRAs: Asset Protection … [Read more...] about Planning for Retirement Plans and IRAs: Asset Protection

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), Asset Protection, beneficiary designations, estate planning, income tax planning, IRA, retirement plan

Planning for Retirement Plans and IRAs: Beneficiary Designation

February 2, 2018 by Brandon McGee

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the importance of beneficiary designations. Planning for Retirement Plans and IRAs: Beneficiary Designation … [Read more...] about Planning for Retirement Plans and IRAs: Beneficiary Designation

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), beneficiary designations, estate planning, income tax planning, IRA, retirement plan

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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