IRAs

Roth IRA 60-Day Rollover Rules

Friday, October 04, 2013
Many times we get the question “Do the 60-day rollover rules apply to Roth IRAs?” The answer is, yes. We explain why in detail below.
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Join Us in San Diego and Follow #InstantIRASuccess!

Monday, September 30, 2013
We are ready to welcome another group of dedicated financial professionals to Ed Slott and Company's 2-Day IRA Workshop, Instant IRA Success, which begins this Thursday from the spectacular Manchester Grand Hyatt in San Diego, California.
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A Medicaid and Roth IRA Planning Horror Story

Friday, September 27, 2013
An attorney's client has a couple of small IRA accounts. He is not currently working. There is a possibility that he may need to qualify for Medicaid in the future. He has a large amount of cash just lying around. The attorney's idea? Just tuck the cash into a Roth IRA. After all, it is after-tax money so what's the problem? We explain below.
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401(k) Plan Required Minimum Distribution Questions…and Our Answers

Wednesday, September 25, 2013
We have written extensively about required minimum distributions (RMDs) for IRAs, but we haven't talked a lot about RMDs for 401(k) plans. Our staff writers and technical consultants have started to receive a steady stream of questions on this topic, so we decided to devote some virtual estate to answer a few of the frequently asked questions.
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When You Should Leave Your Employer Retirement Plan Money In The Plan

Tuesday, September 17, 2013
When you are entitled to receive withdrawals from your employer's retirement plan, such as a 401(k), a rollover to an IRA is a smart move in most cases. But there are some times when it’s best to leave the money in the employer plan and NOT do a rollover to an IRA. We detail those scenarios below.
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