IRA’s

Extended IRA Quick Reference Guide

20th Jul, 2015

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Extended IRA Quick Reference Guide

From: wealthmanagement.com

Knowing the distribution options available to beneficiaries upon the death of the IRA account holder is the key to using the Extended IRA strategy.

What Is It?

Extended IRA is a concept not a product. It is a way for the beneficiaries of IRAs to ease the tax burden of taking required distributions from inherited IRAs and maximizing the deferral period for the money in that account….

3 Reasons to Avoid an IRA Rollover

1st Jun, 2015

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3 Reasons to Avoid an IRA Rollover
Ahead of the DOL’s final fiduciary rulemaking, advisors need to brush up on when a rollover is not in a client’s best interest

From: thinkadvisor.com

The Department of Labor recently announced it will extend the comment period on its fiduciary rule proposal by 15 days, and it’s not clear when a final rule will be issued. In the meantime, advisors should consider the value they…

What Happens to My IRA When I Die?

28th May, 2015

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What Happens to My IRA When I Die?

From: independenceadvisors.com

Key Takeaways

  • Every situation is as unique as you are, so don’t shortchange yourself with an off-the-shelf, cookie-cutter solution.
  • The beneficiary you designate for your IRA can have a big impact on what happens to your IRA when you pass away.
  • Your age can have a big impact on what happens to your IRA.

“What happens to my IRA when I die?”

It seemed a like a…

The Broker Shell Game on the Fiduciary Issue

16th Apr, 2015

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The Broker Shell Game on the Fiduciary Issue

From: huffingtonpost.com

There’s no way to sugarcoat this. The position that brokers and their powerful lobbyists take on the “fiduciary issue” is nothing short of a flim-flam. Here’s everything you need to know to avoid becoming a victim.

Why Using a Fiduciary Is Important

Every registered investment advisor (RIA) is a fiduciary to their clients. They have a legal obligation to place the interests of their…

IRS Releases Updated Rollover Chart

3rd Dec, 2014

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IRS Releases Updated Rollover Chart

From: irahelp.com

The IRS has released an update on their IRA rollover chart that includes language regarding the more restrictive once-per-year IRA rollover rules that take effect on January 1, 2015. Please see the updated chart below:

irs-rollover-chart-2014