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Malta Pension Plan is it the New Protected Roth?

Posted by James Burns | Nov 14, 2019 | 0 Comments

Overview of the U.S. – Malta Tax Treaty The U.S.-Malta Income Treaty was executed in 2008 and became effective in 2011.  Article 4, paragraph 2 of the Treaty provides that a pension fund established in either the United States or Malta is a “resident” for purposes of the Treaty, allowing  all o...

CALIFORNIA HOMESTEAD EXEMPTION OVERVIEW - Toothless Grin

Posted by James Burns | Oct 17, 2019 | 0 Comments

Under California law, declared homestead exemption and automatic homestead exemption are separate and distinct protections that operate differently. In re Mulch, Bkrtcy.N.D.Cal.1995, 182 B.R. 569. Under California law on homestead exemption, automatic homestead attaches to principal dwelling o...

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