IRAs

Do You Really Know What a Rollover Is?

Tuesday, July 28, 2015
Everyone thinks they know what a rollover is, but do they really? A rollover is when you move retirement funds from one account to another. Well, that is partially right. We examine the true definition of a rollover in the employer plan and IRA worlds.
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5 Exceptions to the One-Per-Year 60-Day Rollover Rule

Tuesday, July 21, 2015
Beginning in 2015, individuals are only allowed to do one 60-day rollover in a year. A 60-day rollover is when a distribution is issued payable to the account owner. They can cash the check or they can spend funds that were deposited into a bank or other type of account. In this article, we asses 5 exceptions to the one-per-year 60-day IRA rollover rule and provide three examples.
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Do You Know Who Will Inherit Your IRA?

Monday, July 20, 2015
You have contributed to your IRA for years. You have made wise and thoughtful investments. Maybe you have rolled over funds to your IRA from your company plan. You may now have a significant balance. So far, you have taken smart steps toward a secure future. Don’t stop your careful planning there. It is time to ask yourself an important question, “Who will inherit my IRA?”
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How You Should Split an IRA After Death

Tuesday, July 07, 2015
Elroy was a well-intentioned beneficiary who received bad advice. We detail Elroy's plight as IRA beneficiary, his loss in tax court and how you can avoid a similar fate when setting up an inherited IRA and splitting it after death.
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Are There Age Requirements To Do a Roth Conversion?

Tuesday, June 30, 2015
This is a frequently asked question, and the answer is very straightforward, but it also starts the Roth conversion conversation no matter your age. Beverly DeVeny provides more technical tidbits you should know about the process.
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