Titling of Inherited IRAs
Given that you’re reading this book and you may not be a CPA or financial advisor, it indicates that you have a strange reading...
How to Work With Non-spouse Beneficiaries
Non-spouse beneficiaries cannot do IRA rollovers as per IRC Section 408(d)(3)(C). Nor can they use the 60-day rollover rule. However, they can possibly move...
Properly Naming Beneficiaries
The Stretch IRA
The stretch IRA is the ability of the named beneficiaries to spread required post-death distributions over their life expectancy according to the...
IRAs—The Missing Link in Many Seniors’ Estate Plans
According to the IRS, 43 million people have $2.7 trillion in retirement accounts. Most of this money will become IRA rollovers, and the dollars...