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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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...
By David F. Royer
Also published in
InsuranceNewsNet
Sept. 1, 2010 -- Since Jan 1, 2010, the buzz about the Roth IRA conversion has grown louder by the day. Jan. 1 was the blast-off date for IRA owners who have incomes more than $100,000 to be eligible to convert their traditional IRAs to the Roth IRA and everyone is getting into the game. I just did Google search for Roth IRA Conversion and found 1,460,000 websites, many of them encouraging IRA owners to convert their IRAs to a Roth IRA with their firm. Many of us in the financial services industry are receiving dozens of e-blasts weekly from financial marketing firms touting they can teach us how to take advantage of the “Roth Conversion Bonanza".