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Where Is Your Old 401k, and Where Is It Going?

An essential part of estate planning is reviewing what assets a client has. The sheer number of clients “orphan” 401ks left at old jobs, is stunning. Why clients don’t move them covers the range from lethargy, procrastination and mi… Read More
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UPDATED: Change in IRA Rollover Rules for 2015

If you are in the habit of annually rolling over funds in multiple IRAs, you may need to start using trustee-to-trustee transfers instead. This is because IRS will enforce a limit on the total number of rollovers in any 12 month period. As noted on t… Read More
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Categories: IRAs, News

Our Attorneys

Norman B. Handler's Profile Image
Norman Handler started his legal career with the IRS, auditing estate tax returns and, in its National Office, developing estate tax policy. He moved into private practice, first as an associate and later as a partner in a large Montgomery County law… Read More

Marc S. Levine's Profile Image
Marc S. Levine has been practicing law since 1992, all with Handler & Levine, LLC, and its predecessor firms. Marc regularly assists individuals and families in preparing their estate plans, including drafting their wills, revocable trusts, trust… Read More

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