Qualified Plans

Barry Boscoe

Tax Alert: Roth IRA and the traditional IRA

There has been a lot of talk and press about the benefits of saving in a Roth IRA. However, is it right for you? If you make a good...

Barry Boscoe

ESOPs for Buy/Sell Purposes

An owner, who wishes to sell an interest in either his closely held corporation or S corporation, but does not have a current buyer, may...

Barry Boscoe

The CARES Act Relief

Relief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...

Barry Boscoe

New IRA Distribution Rules

In a surprise turnaround, the IRS has recently issued proposed regulations substantially simplifying the rules for calculating required ...

Barry Boscoe

Pension Protection Act 1

The new Pension Protection Act of 2006, which was signed into law on August 17, 2006, creates new opportunities for retirement planning....

Barry Boscoe

Retirement Planning Spousal Rollover

Your plan is to leave your retirement benefits to your spouse upon your death, assuming she will do something with them. Her choices – ...

Barry Boscoe

Roth IRA Conversion

2010 brings a very unique advantage regarding estate planning opportunities never presented before. This opportunity deals with a ...

Barry Boscoe

Spousal Rollovers for Younger Surviving Spouses May Be Hazardous to your Health

A recent tax court case determined that Wachovia Bank incorrectly distributed IRA proceeds from a deceased’s estate by rolling it over ...

Barry Boscoe

Advantages of Fixed Income Annuities in Your Qualified Plan

When investing, one must decide whether to hold the investment in their qualified retirement plan, i.e. IRA or 401k vs. holding it ...

Barry Boscoe

Using Retirement Funds to Start a Business

Ever thought about starting up a business but were stymied as to where to get the funds to do so? One potential methodology is to use...