IRA

April 1st IRA Required Beginning Date Deadline for RMDs

Tuesday, April 01, 2014
If someone who turned age 70 1/2 did NOT take their first mandatory required minimum distribution (RMD) last year, they MUST take it by today (April 1) as well as their 2014 RMD by year end. Levine discusses the nuts and bolts of what you need to know in the video below.
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Slott Report Mailbag: Can I Leave Funds in My 401(k) Plan After Age 70 1/2?

Thursday, October 11, 2012
The Slott Report was designed WAY back in 2010 to educate financial professionals and consumers on the complexities of IRAs, taxes and retirement planning.  We continue that mission each Thursday with our Slott Report Mailbag.  This week we answer your questions on company plan allowances (can you move the money after a certain age?), trusts and beneficiaries and RMDs (required minimum distributions). As always, we stress the importance of working with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Find one in your area at this link.1.I have approximately $400,000 in a 401(k) and will soon be 70 ½ years old. Is it possible for me to
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It’s Not Too Late to Start a 2011 SEP for Some Self-Employed Businesses

Tuesday, June 26, 2012
A Simplified Employee Pension (SEP) is a plan that allows businesses to make retirement contributions for its employees and owners without getting involved in more complicated qualified plans. Under a SEP, the contributions are deposited to a traditional IRA, sometimes called a SEP-IRA, set up by each eligible employee.
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