distribution Archives - Robin Lloyd & Associates, P.A.

Aug 3, 2021

IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional and Roth IRAs do have...

Jun 1, 2021

Its a common question. Without a simple answer. How your assets are titled can make a drastic difference in how...

Mar 2, 2021

Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...

Feb 9, 2021

Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...

Dec 15, 2020

If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...

Jul 28, 2020

Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944. #TuesdayTip...

Jul 21, 2020

Do you know what the highest federal income tax rate was? Be sure to check back next week to see...

Jul 7, 2020

Now might be the best time to make some low basis transfers while the market is still on the rise. ...

Jun 16, 2020

Have you checked to see what effect the SECURE Act has on the inheritance of your IRA? #TuesdayTip Robin A....

Jun 2, 2020

Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual retirement plan? #TuesdayTip Zachary Kleiman,...