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Home / Archives for Roth

Roth IRAs Can Be a Great Planning Strategy: Advanced

August 24, 2021 by Brandon McGee

This is the second in a two-part series on Roth IRAs. The first part reviewed the basics of Roth IRAs. Read on to learn more. … [Read more...] about Roth IRAs Can Be a Great Planning Strategy: Advanced

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, IRAs, planning, Roth

Roth IRAs Can Be a Great Planning Strategy: Basics

August 3, 2021 by Brandon McGee

Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more. … [Read more...] about Roth IRAs Can Be a Great Planning Strategy: Basics

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, IRAs, planning, Roth

Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

July 6, 2021 by Brandon McGee

The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

Filed Under: Estate Planning, Legal Education Tagged With: attorney, Choate, consumer, CRT, estate planning, IRA, recent developments, retirement plan, Roth

Estate Planning Conference Discusses SECURE Act and More

February 3, 2020 by Brandon McGee

The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses SECURE Act and More

Filed Under: Estate Planning, Legal Education Tagged With: Choate, CRT, estate planning, IRA, retirement plan, Roth

Planning for the SECURE Act

February 3, 2020 by Brandon McGee

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. … [Read more...] about Planning for the SECURE Act

Filed Under: Estate Planning, Legal Education Tagged With: CRT, estate planning, IRA, retirement plan, Roth

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

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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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