Tag: IRA

Inheriting an IRA in San Francisco? What if She’s Bankrupt?

Filed in CPA Blog by on September 5, 2014

Many San Franciscans have IRAs (individual retirement accounts), and unfortunately these days quite a few go bankrupt at some point in their life.  Generally speaking, retirement assets are shielded from creditors in a bankruptcy. So, for example, what happens if Grandma has an IRA but she went bankrupt at some point in the past? She […]

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San Francisco Tax Bulletin: February Edition on SEP, IRAs and Tax Deadlines

Filed in CPA Blog by on January 21, 2014

February, 2014, is just around the corner, and we are proud to post our February San Francisco Tax Bulletin. Highlights of this month’s edition include: SEP Plans Go Separate Ways – Simplified employee pension (SEP) plans can be one of the most advantageous retirement plans for small businesses. Learn more. Mixing IRA Distributions with Social […]

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