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, 2014
IRA, Trust Beneficiaries
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...
June 13, 2013
IRA
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...
February 6, 2010
Estate Planning, IRA
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...