#IRAplanning Archives - Richard Russell Law

April 2025 Individual Tax Update

April 1, 2025

Explore Roth IRA conversion opportunities, avoid costly estimated tax penalties with strategic withholding, and use QCDs to offset taxable RMDs: If

April 2025 Individual Tax Update

March 2025 Small Business Update

March 1, 2025

Set up last-minute retirement plans, use accountable reimbursements for corporate travel, defend Tesla depreciation, and explore solo 401(k) options: Are you

March 2025 Small Business Update

February 2025 Individual Tax Update

February 1, 2025

Understand how UBIT affects traditional and Roth IRAs, and explore strategies to minimize tax impact on your retirement savings. Do you

February 2025 Individual Tax Update

Roth vs. Traditional IRA: Which One is Right for You?

December 4, 2024

Not sure whether to choose Roth vs. Traditional IRA? This post will explain the differences, including tax savings and withdrawal

Roth vs. Traditional IRA: Which One is Right for You?

2024 Tax Tips: Essential Year-End Moves to Save Money

October 9, 2024

2024 tax tips to take advantage of before year-end that can help you save money at tax time. Learn how

2024 Tax Tips: Essential Year-End Moves to Save Money

Federal Funds Rate Cut: Impact on Your Finances | 2024 Update

October 1, 2024

How the 2024 federal funds rate cut affects various aspects of your financial life. Discover the implications for borrowers, savers,

Federal Funds Rate Cut: Impact on Your Finances | 2024 Update

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Estate Planning for Missouri Families

Business Planning for Start-ups and Entrepreneurs

Wills | Trusts

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LEGAL & BUSINESS SERVICES

Powers of Attorney

Who will handle your financial affairs if you can't?

Who will make medical decisions if you are incapacitated?

What medical treatments do you want (and not want)?

last Will & Testament

Who will be the guardian and conservator for your minor children?

Who should inherit your property at your death?

Who will be responsible for settling your estate?

Living Trust

Do you want to avoid the time, expense and publicity of probate?

Do you want to protect your inheritance for your beneficiaries?

Have you funded your trust so as to avoid probate at your death?

Business Plan | LLC

Do you want to protect your personal assets from creditors of the business?

Do you want to protect the business assets from your personal creditors?

Does your business operate in one or more markets or brands?

Estate Planning

Have you or a loved one moved to Missouri in the last year?

Have there been recent changes to your family situation (kids, divorce, etc.)?

Have you made a recent change in your job/career or retired?

Probate

Has a loved one recently passed?

Is it unclear who should inherit specific assets or property?

Did you pay funeral expenses for a loved one?

Are there unpaid medical expenses or credit cards?

You want a plan to make sure your loved ones are taken care of and your affairs are in order but...

you don’t know what is best for your family,

where to start,

or maybe even the right questions to ask,

and how much it will cost.

Which probably makes you feel confused, overwhelmed and maybe even a little powerless.

I look forward to working with you so that you can stop worrying about leaving your loved ones unprepared for one of the most emotional and stressful times in life.

April 2025 Individual Tax Update

March 2025 Small Business Update

February 2025 Individual Tax Update

Roth vs. Traditional IRA: Which One is Right for You?

2024 Tax Tips: Essential Year-End Moves to Save Money

Federal Funds Rate Cut: Impact on Your Finances | 2024 Update

LEGAL & BUSINESS SERVICES

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