IRA Experts Keen On Roth Conversions

Posted on: August 21st, 2010
Three of four prominent IRA experts have either already utilized a Roth conversion or plan to do so, and the fourth says he plans to if the market gets even worse....

Inheriting an IRA from a spouse? Make sure you know the rules

Posted on: June 23rd, 2010
When it comes to inheriting an IRA, spouses have more flexibility than other heirs. Here are the basic rules: The surviving spouse may treat the inherited IRA as his or her own, roll it over into an existing IRA, or remain the beneficiary on the account. ...

Inherited IRAs – the continuing saga in bankruptcy

Posted on: March 11th, 2010
I previously blogged about inherited IRAs being subject to the claims of creditors, both in (In Re: Jarboe) and outside of (Robertson v. Deeb) bankruptcy, and one case (In Re: Nessa) where an inherited IRA was determined to be protected under federal law....

IRS Provides Guidance on 2009 RMD Waivers

Posted on: September 25th, 2009
From IR 2009-85: WASHINGTON ― The Internal Revenue Service today provided guidance for retirement plan administrators, plan participants and retirees regarding recent legislation affecting required minimum distributions. ...

Inherited IRAs are Not Creditor Protected – #2

Posted on: September 4th, 2009
I previously blogged about a Bankruptcy Court in Texas holding that an inherited IRA was not exempt from claims of the new owner’s creditors. In re Jarboe, 2007 WL 987314 (Bkrtcy S.D. Tex. 2007)....

Is Your Advisor IRA Savvy?

Posted on: August 11th, 2009
Last week I attended a presentation by Ed Slott, CPA, America’s foremost IRA expert. A couple of years ago I participated in an extensive two-day training with Slott, and found him to be both informative and entertaining. ...
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