A $20,000 Roth conversion turns into a $2 million tax disaster, demonstrating why clients need advisers for critical IRA moves.
If Congress eliminates the stretch IRA, advisers will have to rethink IRA trust planning.
IRA funds withdrawn and timely rolled back into the IRA are protected in bankruptcy — no matter what the funds were used for while outside the account.
Advisers can use this information to begin planning for 2019
In some cases, the RMD is the entire IRA balance — or more!
Who is responsible, and what to do now that it's happened.
If the IRA owner's spouse is more than 10 years their junior, the holder can use a different IRS table to calculate RMDs.
Complete rollovers, take care of qualified charitable distributions and be sure all funds related to a lump-sum distribution have been withdrawn.
Complete rollovers, take care of qualified charitable distributions and be sure that all funds related to a lump-sum distribution have been withdrawn.
A qualified HSA funding distribution gives clients a one-time chance for a tax-free distribution of funds from an individual retirement account.
