Distribution

4 Articles total.
Early Distributions From Retirement Plans

On Feb 25, 2015 0 104 52

An early distribution from an Individual Retirement Arrangement (IRA) or a qualified retirement plan need not be a “taxing†experience. Fortunately, there are exceptions to early distributions...

IRA Distribution Rules At Death: Critical Knowledge For Good Decisions

On Feb 25, 2015 0 104 52

The distribution rules required at the death of an IRA owner depend on several things: 1. Did the IRA owner die before or after the “required beginning date� 2. Who is the beneficiary? In order to carry out the wishes of the IRA owner, evaluating both practical and estate planning implications of various decisions during the IRA owner's life is essential...

Roth IRAs: Test Your Knowledge

On Feb 25, 2015 0 104 52

How well do you know Roth IRAs? Here are five tough questions. Let's see how you do†1. I am 72 years young and still working. Can I set up a Roth IRA? Yes. Unlike a traditional IRA, which does not allow contributions past age 70 1/2, Roth IRAs have no age limitations...

Roth Ira Distributions At Death: Pitfalls To Avoid

On Feb 25, 2015 0 104 52

One of the most attractive features of a Roth IRA is the ability to control the timing of the eventual required distributions. However, this ability mandates the withdrawals to be made within a prescribed set of rules...

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