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Retirement accounts

Don’t Delay! To-Do List for the End of the Year

by Jennifer Santini December 2, 2014 Estate Planning 101

It is hard to believe we are at that time of year again when a new year will be upon us in only a matter of days. The countdown is on – only 30 days […]

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Supreme Court Rules on Inherited IRAs

by Jamie Held July 17, 2014 Estate Planning 101

On June 12, 2014, the U.S. Supreme Court ruled on a divisive bankruptcy and estate planning case.  At issue was whether an individual retirement account (“IRA”) that a debtor inherited was exempt from the debtor’s […]

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Don’t Leave Your Money Behind

by Jennifer Santini March 13, 2014 Estate Planning 101

Recently, Joe Larson wrote about what to do when you’ve been terminated by your employer and what your rights are with respect to your personnel file. It raises a reminder that whether you have been […]

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Beneficiary Designations and Estate Planning for Retirement Accounts

by Maggie Green October 7, 2013 Estate Planning 101

One of the most commonly overlooked items I see in client’s estate plans and during probate administrations is retirement accounts and their beneficiary designations. I think this has to do with the cumbersome nature of […]

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Avoiding Power of Attorney Abuse

by Maggie Green July 26, 2013 Incapacity Planning

In a previous post I spelled out the basics of the changes made to Minnesota’s Statutory Short Form Power of Attorney that will take effect January 1, 2014. As I mentioned, many of these changes […]

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Backdoor Roth IRAs

by Jonathan Scharlau February 20, 2013 Guest Articles

Although you may earn too much to contribute to a Roth IRA, there is no income restriction to convert a traditional IRA to a Roth IRA. What is a Backdoor Roth IRA? The Backdoor Roth […]

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Inherited Retirement Accounts Part II: Non-Spouse Beneficiary

by Jennifer Santini April 27, 2012 Estate Planning 101

We previously discussed the options available to a surviving spouse inheriting a qualified retirement account. This article will address the options available to a non-spouse beneficiary inheriting a qualified retirement account. Just for a brief […]

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Inherited Retirement Accounts Part I: Spouse Beneficiary

by Jennifer Santini April 13, 2012 Estate Planning 101

There is often confusion about what to do when a beneficiary inherits a retirement account. The answer is… it depends. There are different factors to determine the best course of action, such as the beneficiary […]

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3 Steps to a Thoughtful Beneficiary Review

by Chris Hiestand February 18, 2012 Estate Planning 101

Make Sure Your Money Goes to the Right Person after You’re Gone There is so much information available about personal finances that you could spend your entire life reading all of it and you would […]

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Baby Boomers Leaving Less to Children

by Jamie Held November 8, 2011 Estate Planning 101

I read a recent “LA Times” article and the message hit home.  My parents have been telling my sisters and me for years now that we are receiving our inheritance when we need it most […]

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Maximize Social Security Benefits as a Married Couple — Part 3

by Chris Hiestand October 7, 2011 Guest Articles

Minimizing and Managing Social Security Benefit Taxes This is the third and final article of a three-part series to help married couples maximize the total amount of Social Security benefits they will receive in their […]

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