titling

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...
non-spouse beneficiaries

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...
e

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...