Can Overseas Workers Contribute to IRAs?
Question: My daughter is now working in Amsterdam for a European-based company. She’s wondering if she can continue to contribute to her Roth IRA or her individual IRA. Response: This is outside [...]
Can Trust Schedule A Listing Preempt IRA Beneficiary Designations?
Question: A Trust Schedule A of Assets included an IRA and Roth account with beneficiary designations. The grantor died (of Covid) before titling all assets to the trust. The trustee petitioned [...]
Can Tax Payments be Part of Medicaid Spend Down?
Question: When a husband is about to apply for Medicaid long-term care benefits, and a community-spouse (non-applicant) wife is trying to reduce her assets below the limit of about $130,000, what [...]
