Topic
IRA
195 published works
Wills, Trusts & Estates Prof Blog
Available Opportunities From New IRA Option
The Internal Revenue Service (IRS) is providing a new opportunity that will let people continue to grow a significant portion of their IRA. Under the new rules seniors will be…
Wills, Trusts & Estates Prof Blog
The Deadline For RMDs Is Fast Approaching
For many people who are faced with having to take their first required minimum distribution (RMD) from an IRA account April 1, 2016, is a deadline that should not be…
Wills, Trusts & Estates Prof Blog
Important Tax Questions About IRAs, Rollovers, And Retirement Plans
This article examines a handful of important tax questions about IRAs, rollovers, and retirement plans. It explains the definition of an “eligible retirement plan” for the purposes of the rollover…
Wills, Trusts & Estates Prof Blog
Retirement Savings Strategies Procrastinators Should Use
There are currently rules providing a grace period for people who procrastinated on saving for retirement in 2015. This grace period extending into 2016 will give people extra time to…
Wills, Trusts & Estates Prof Blog
Tax Planning For Retirement
There are many retirement planners who focus on factors that can help their clients minimize their taxes. This column discusses the most appropriate time for a person to start taking…
Wills, Trusts & Estates Prof Blog
A 401(K) Rollover Trap People Should Avoid
Rolling money over from a 401(K) into an individual retirement account (IRA) can be risky and it is important to have a trusted financial service adviser. This column discusses some…
Wills, Trusts & Estates Prof Blog
IRA Perks People Should Take Advantage Of
There are additional benefits that people can get from Roth IRAs besides an effective way of saving for retirement. This article discusses some of the ways that people can use…
Wills, Trusts & Estates Prof Blog
Deciding Between A Traditional And Roth IRA
This article discusses some of the situations where a person might want to consider converting a traditional IRA into a Roth IRA. It is important to carefully plan ahead when…
Wills, Trusts & Estates Prof Blog
Making The Conversion From A Traditional IRA To A Roth
There are some financial advisers who are saying that now is a good time for savers to shift from a traditional IRA to a Roth account. Contributions into a traditional…
Wills, Trusts & Estates Prof Blog
U.S. Budget Deal Opens Up Path For Retirees To Donate To Charity
The recent U.S. budget deal has made the Qualified Charitable Distribution (QCD) permanent. In 2006 Congress made it possible for people to donate to non-profit causes directly from their IRAs,…