Newsletter
On the Road Again: Understanding Retirement Account Portability
- Employer Plans
- Traditional IRAs
- Roth Accounts
- The Right Moves
How the Compensation Limit Impacts Retirement Plan Benefits
- 401(k) and 403(b) Plans
- SEP IRAs
- SIMPLE IRAs
- Defined Benefit Plans
- Nondiscrimination Testing
Guest IRA Expert:
Steven S.
Forum
Hello! We started a thread but did not receive a response although you had requested a follow up. I am...
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I’m so often thinking of nuances of tax law that I miss the forest for the trees… This is a...
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I was married in 2015 and filed MFS. This filing status made me ineligible to contribute but I was unaware. ...
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I inherited two 403B’s from my mother who died in 1993; I was in my forties at the time. The...
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Post
Question:
I am age 85, and my wife is age 75. If I die first and my wife inherits my IRA, are the required minimum distributions (RMDs) that my wife must take after my death calculated using her age or my age?
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Before he transformed into the Incredible Hulk, Bruce Banner once said to his antagonist, “Don't make me angry. You wouldn't like me when I'm angry.” That’s a little how I feel when I hear stories about lazy financial professionals giving bad advice. Not that I’m about to turn green and rip through my clothes, but I do feel my blood start to boil.
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Widowed decedent dies in 2020 at age 82. RMDs had begun. Let’s assume 2020 RMD was taken before death. No...
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We had a client pass away that had a Living Trust as the beneficiary of his IRA. His wife predeceased...
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I have a client took his Roth IRA, worth $100,000 at the time, and invested it fully into a manufacturing...
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