After Death, A Final Retirement Account Distribution Must Be Made
Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...
test-standard
test-standard
test-standard
test-standard
test-standard
test-standard
December 10, 2018
Financial Planning
Financial Planning
The 5 Phases of Effective Retirement Planning
Without question, the core strategy to succeed in having enough for retirement is living well within your means. Keep in...
August 30, 2016
IRA
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...
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 account
Question: "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA)....
November 28, 2011
Medicaid
Medicaid
Annuitizing an IRA for Georgia Medicaid – Why is this Necessary?
Question: We are applying for Georgia Medicaid benefits for my mother who is 81 years old and has Alzheimer’s disease....