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This page contains a single entry by Associate Editor published on January 21, 2010 12:18 AM.

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Harvey B. Wallace II Column: "Retirement Benefits Planning--Update"

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Associate Editor
on January 21, 2010 TrackBacks (0) Comments (0)

Harvey B. Wallace has published in the January/February edition of Probate & Property a column entitled "Retirement Benefits Planning--Update."  According to Wills, Trusts & Estates Prof Blog, "the column focuses on Roth IRA conversions and covers the following topics:

  • Roth IRA Characteristics
  • Qualified Distributions
  • Conversion Tax and Post-Conversion Tripwires
  • Recharacterization and Reconversion
  • Lifetime Roth Benefits & Estate Planning Benefits."
Posted by Neil I. Rumbak, Associate Editor, Wealth Strategies Journal.

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