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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By David F. Royer
Originally Published February 1, 2009 From the February 2009 Issue of Senior Market Advisor Magazine
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...
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...
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...
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...
