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Parman & Easterday

Oklahoma Estate Planning Attorneys

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Home » IRA

IRA

Planning Is Important

December 9, 2020 by Courtesy of Parman and Easterday

Planning is important. End-of-year tax planning is one part of that planning. This year you should also consider whether you’ve had any payroll tax withholdings deferred. If your employer deferred those withholdings, you’ll have more money withheld next year than usual. That means you’ll have less money for other things, like IRA contributions. by Steve Hartnett  As Autumn arrives, it’s not too early to consider end-of-year planning. Fundamental to end-of-year planning is deciding … [Read more...] about Planning Is Important

Filed Under: Estate Planning, Legal Education Tagged With: end-of-year planning, Estate Planning, IRA, payroll tax, planning

Planning for the SECURE Act

March 18, 2020 by Courtesy of Parman and Easterday

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

The SECURE Act and What It Means for You

March 11, 2020 by Courtesy of Parman and Easterday

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more. … [Read more...] about The SECURE Act and What It Means for You

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, IRA, retirement plan

Beneficiary Designations and Other Non-Probate Transfers

March 4, 2020 by Courtesy of Parman and Easterday

Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...] about Beneficiary Designations and Other Non-Probate Transfers

Filed Under: Estate Planning, Legal Education Tagged With: bank accounts, brokerage accounts, Estate Planning, IRA, life insurance, retirement plan

Estate Planning Conference Discusses SECURE Act and More

February 29, 2020 by Courtesy of Parman and Easterday

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

New Tax Proposal re: Retirement Savings

June 6, 2019 by Larry Parman, Attorney at Law

There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposal re: Retirement Savings … [Read more...] about New Tax Proposal re: Retirement Savings

Filed Under: Estate Planning, Legal Education Tagged With: IRA, retirement plans, SECURE act, tax proposal

Naming a Trust as Beneficiary of an IRA

May 2, 2019 by Larry Parman, Attorney at Law

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: 401K, Asset Protection, IRA, required minimum distributions

6 Important Estate Planning Considerations – Part 6: Taxes

August 28, 2018 by Larry Parman, Attorney at Law

An estate plan considers many important aspects. We wrap up our six part series with a critical aspect to consider -- 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: 401K, beneficiary, Estate Planning, IRA, Roth, tax, trust

Age-Related Retirement Milestones

August 23, 2018 by Larry Parman, Attorney at Law

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: 401K, distribution, Estate Planning, IRA, Medicare, retirement

6 Important Estate Planning Considerations – Part 5: Retirement Assets

August 16, 2018 by Larry Parman, Attorney at Law

Let's continue our six part series on important things to consider as you design an estate plan.  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: 401K, Estate Planning, IRA, retirement, Roth IRA

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13913 Quail Pointe Drive, Suite B
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Phone: (405) 843-6100
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10740 Nall Avenue, Suite 160
Overland Park, KS 66211
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