required minimum distribution

RMDs from Inherited IRAs

Tuesday, November 10, 2015
You inherited an IRA or Roth IRA in 2014. Do you have to take a required minimum distribution (RMD) this year? We examine the answers for non-spouse beneficiaries, spousal beneficiaries and more.
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Illiquid IRA Assets and Satisfying Your RMD

Thursday, November 05, 2015
An advisor called about a client who has a bond in his IRA that is in default. He has not taken his required minimum distribution (RMD) from that IRA account for the last three years because the bond is illiquid at this point in time. He does have other IRAs. What should he do?
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When Must You Take Your First Required Minimum Distribution?

Monday, October 26, 2015
If you have an IRA, you probably are aware that when you reach retirement, there are rules requiring annual distributions. You may have questions as to when these distributions must begin. The rules can be confusing! Here is what you need to know about when you must start taking required minimum distributions (RMDs) from your IRA.
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Required Minimum Distributions and the Roth Recharacterization Issue

Tuesday, October 20, 2015
When you have an IRA required minimum distribution (RMD) for the year, you generally use the prior year-end IRA account balance to calculate the RMD. There are a couple of exceptions to this rule and Roth recharacterizations are one of them. We provide an example that illustrates why not knowing the RMD rules can be very costly.
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Can I Make This Tax-Free IRA Rollover?

Friday, October 16, 2015
This week's Slott Report Mailbag answers a question about the IRA rollover procedure compared to trustee-to-trustee transfers and examines the Back-Door Roth IRA strategy. Open this week's mail to read the answers to questions about these two key IRA planning processes.
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Important October IRA Deadlines

Friday, October 09, 2015
There are two important dates in October, the 15th and the 31st. Read on to learn more about these deadlines and dates to put on your calendar.
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Converting to an Inherited Roth IRA

Wednesday, September 30, 2015
A question we are frequently asked is, "can I convert my inherited retirement plan funds to an inherited Roth IRA?" The answer is no – and yes. The explain when you can and when you can't in today's article.
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