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IRA

August 30, 2016
IRA

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...

By: Scott Makuakane, Esq.
Member of the ElderCare Matters Alliance
December 9, 2014
IRA, 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
June 13, 2013
IRA

Decisions About Inheriting an IRA

Question:  "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA). I...

By: Henry Weatherby
Member of the ElderCare Matters Alliance
February 6, 2010
Estate Planning, IRA

Window of 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance

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