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Two questions, about taxes on money distributed from an inherited IRA in the name of the estate and about taking...
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IRA rmd is taken and included as taxable income. Now where can you put the proceeds? 1. just put it...
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This week's Slott Report Mailbag answers what we call some of the "nuts and bolts" of IRA planning. We received questions on required minimum distributions (RMDs) and inherited IRAs - two of our most popular topics, and also two of the topics where we see the most mistakes and disaster stories. Away we go with another Thursday mailbag!
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Client is 65 and has $403 in IRA. $63k is after tax contributions.Client considering converting entire amount in 2012 and...
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Unless you've been locked in the cellar of a medieval castle since the November elections, you've likely heard about the fiscal cliff issue – the popular name given to the impending simultaneous tax increases and budget cuts. No doubt this raises concerns about how going over that cliff, if it happens, could affect you.
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In the current debate over the upcoming fiscal cliff, limiting income tax deductions is being discussed as a way to increase federal tax revenue. Charities could be adversely affected. Click to find out out.
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client is electing to take ss at age 64 while still working P/T. She is stating that after age 66,...
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I have a client that’s sister died and left him her BD Ira. Does he have to take it over...
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Person has a 403-B acct held at their previous employer for the last 5 yrs. He is now 71. He...
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I just did a trustee to trustee rollover of my 401k to an IRA and a Roth IRA. It was...
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