August 30, 2016IRA IRS Now Allows IRA Distribution Deferrals : Required minimum distributions from retirement accounts such as IRAs and 401Ks have been problematic for many seniors who do not...
December 9, 2014IRA, Trust Beneficiaries Should You Name a Trust as Beneficiary of Your IRA? Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...
June 13, 2013IRA Decisions About Inheriting an IRA account Question: "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA)....
February 6, 2010Estate Planning, IRA Opportunity: Convert Traditional IRA to a Roth IRA During 2010 Executive Summary: Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity...