Resources tagged with 'J. Aaron Bennett'

 

The SECURE Act Eliminates the Stretch IRA and Fundamentally Changes Inherited Retirement Plan Distribution Rules

Retirement plan accounts, like 401(k)s and IRAs, are becoming an increasingly larger portion of many estates, especially since funds have the potential to accumulate in a tax-deferred manner for many years. The tax-deferral attributes of retirement accounts, however, have resulted in specific rules that impact how these accounts are treated after death. Given that distributions from inherited retirement accounts are taxable as part of a beneficiary's ordinary income, Congress has instituted r ...
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Sixteen Carruthers & Roth Attorneys Named to 2020 Best Lawyers® List

Greensboro, N.C. - Carruthers & Roth, P.A. is pleased to announce that 16 of the firm’s attorneys representing 25 practice areas have been named to the 2020 Edition of The Best Lawyers in America©, the oldest and most respected peer-review publication in the legal profession. In addition, three Carruthers & Roth attorneys were named as Best Lawyers 2020 “Lawyer of the Year” in their respective practice areas. The publication awards this honor to a single lawyer in each practi ...
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Ten Carruthers & Roth Attorneys Named to 2019 North Carolina Super Lawyers and Rising Stars Lists

GREENSBORO, N.C. – Carruthers & Roth, P.A. is pleased to announce that 10 of the firm’s attorneys have been named to the 2019 edition of North Carolina Super Lawyers, including 3 attorneys who were named as “Rising Stars.” Super Lawyers is a rating service of outstanding attorneys from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominati ...
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Distribution Planning for Retirement Benefits: The Legal and Tax Implications of Lifetime and Post-Death Qualified Plan and IRA Distributions

Distribution Planning for Retirement Benefits: The Legal and Tax Implications of Lifetime and Post-Death Qualified Plan and IRA Distributions (PDF)

Seventeen Carruthers & Roth Attorneys Named to 2019 Best Lawyers® List

Greensboro, N.C. - Carruthers & Roth, P.A. is pleased to announce that 17 of the firm’s attorneys representing 25 practice areas have been named to 2019 Edition of The Best Lawyers in America©, the oldest and most respected peer-review publication in the legal profession. In addition, three Carruthers & Roth attorneys were named as Best Lawyers 2019 “ Lawyer of the Year” in their respective practice areas. The publication awards this honor to a single lawyer in each practic ...
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Carruthers & Roth Hosts 2017 Business & Tax Seminar

Greensboro, N.C. - On Wednesday, December 6, 2017, Carruthers & Roth, P.A. hosted its annual Business and Tax Seminar in Downtown Greensboro, welcoming more than 200 CPA’s and industry professionals. Ten attorneys from the firm’s Business, Tax & Estates and Litigation Practice areas presented on a variety of topics relating to business law and taxation. Several topics presented at the seminar included employment law and benefit updates, 529 plans, the CPA’s role in business litigat ...
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Padlocking the Piggy Bank: 529 Plans, UTMA, and 2503(c) Trust Options

Padlocking the Piggy Bank: 529 Plans, UTMA, and 2503(c) Trust Options (PDF)

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