Estate and Elder Law

Recent Posts

Ballard Spahr LLP: Fiscal Cliff Legislation Provides New In-Plan Roth Conversion Opportunity
Posted on 8 Jan 2013 by Ballard Spahr LLP

By Brian M. Pinheiro and Josh Bobrin The newly enacted American Taxpayer Relief Act (H.R. 8) includes a significant new opportunity to perform "in-plan" conversions of pretax dollars to Roth (after-tax) dollars of funds held in defined... Read More

Converting to a Roth IRA: Key Considerations and Estate Planning Opportunities
Posted on 12 Mar 2010 by Sonja K. Johnson, Esq.

Until now, the option of contributing to a Roth IRA was limited to those individuals with modified adjusted gross incomes below roughly $176,000 (for married taxpayers filing jointly) or $120,000 (for single taxpayers or those filing as head of household... Read More

Converting to a Roth IRA: Key Considerations and Estate Planning Opportunities
Posted on 12 Mar 2010 by Sonja K. Johnson, Esq.

Until now, the option of contributing to a Roth IRA was limited to those individuals with modified adjusted gross incomes below roughly $176,000 (for married taxpayers filing jointly) or $120,000 (for single taxpayers or those filing as head of household... Read More