These articles are designed to keep the trained IRA advisor current and on top of all of the new rules. IRA distribution rule changes can provide advisors and their clients with new financial planning and tax saving opportunities.
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Stretching distributions from qualified and non-qualified retirement plans is a hot topic among financial advisors, marketing organizations and insurance companies, as the amount of qualified money in IRAs, 401(k)s and all other qualified accounts has grown to astounding levels...
In 2002, the IRS finalized new regulations for required distributions of IRAs. Under the old rules, children and grandchildren who inherited an IRA were forced to pay income taxes one to five years, depending on the age of the IRA owner at death...
Since 2001 we’ve all heard lots of talk but have seen very little action regarding the new IRA distribution rules that created the Stretch or Multi-Generational IRA. In 2002 the new rules created a new and powerful financial planning opportunity that can turn a modest IRA into a lifetime of income for IRA owners...
Many of us have been making contributions to our IRAs and 401(k) plans for many years and have accumulated sizeable nest eggs. While enjoying the comfort of having savings and the tax advantages on our contributions, it’s easy to forget that the day will come...
As the leading edge of the baby boom generation begins to enter retirement, a significant opportunity arises for the financial services industry to provide advice and solutions on how best to preserve retirement assets and to create income in retirement...