This week’s interview on Financial Insider Weekly is with attorney Michael Malte about what you should know about bankruptcy for individuals.
Estate planning for a second marriage
This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. We talk about estate planning for the second marriage.
Marin County broadcast time change for Financial Insider Weekly
The broadcast time in Marin County for Financial Insider Weekly on Comcast Channel 26 and ATT UVerse Channel 99 has changed from 7 p.m. to 9:30 p.m. Thursday nights, effective June 17, 2010.
More IRS guidance for California RDPs
The Internal Revenue Service has issued Private Letter Ruling 201021048 with guidance for California registered domestic partners (RDPs).
Real Estate as a Portfolio Investment
This week’s interview on Financial Insider Weekly is with Craig Martin, CFP of The Family Wealth Consulting Group. We talk about real etate as an investment alternative for a risk-managed portfolio.
IRS says California RDPs should split wages on tax returns
The IRS Chief Counsel's Office has issued updated guidance, CCA 201021050, the federal government recognizes community property rights of California registered domestic partners in earned income effective January 1, 2007. Therefore, one-half of the earned income of a partner should be reported on each partner's federal income tax return, unless the RDPs execute an agreement opting out of community property treatment.
IRS gives relief for failed exchanges when intermediary becomes bankrupt
The IRS has issued a revenue procedure to help taxpayers left "holding the bag" when exchange intermediaries defaulted on completing exchange transactions relating to a bankruptcy of the intermediary.
Should you convert your IRA to a Roth in 2010?
This week’s interview on Financial Insider Weekly is with Hilary Martin, CFP of The Family Wealth Consulting Group. We discuss whether you should convert your IRA or taxable retirement account to a Roth account in 2010.