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The Care and Feeding of Large IRAsvia
forums.registeredrep
Every individual retirement account1 deserves an annual checkup. The larger the account, the greater the need.2 Recent cases and regulatory changes indicating increased Internal Revenue Service interest (and effectiveness) in enforcing valuation requirements...
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Avoiding expensive IRA mistakesvia
personalliberty
Too many people leave too much money on the table when managing their IRAs. It’s not surprising. IRA rules and strategies can be more complicated once the early contribution and accumulation years are behind us. There are various tricks and traps in...
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Trusteed IRAs -by John Jastremskivia
johnjastremski
The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax rules are generally the same for all IRAs. But the structure of the IRA agreement can have a significant impact...
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IRS Issues Final Regulations on Longevity Annuity Contractsvia
looktowink
WASHINGTON, July 3 — TheU.S. Internal Revenue Service published the following rule in theFederal Register: Longevity Annuity Contracts A Rule by theInternal Revenue Service on07/02/2014 Publication Date:Wednesday, July 02, 2014 Agencies:Department...
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5 Things to Know About College Savings Plansvia
gobankingrates
Saving for college can be a financial hurdle for parents and students. The average cost of tuition at a private university for the 2014-2015 school year topped $31,000, according to the 2014 Trends in College Pricing report by The College Board. In-state...
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| Slott Report: Ed Slott and Company financial, IRA, retirement and tax planning information
Ed Slott and Company expert IRA, retirement, financial planning and tax information for financial advisors and consumers.
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Retirement planning is all about proper decision-making. In this week's Slott Report Mailbag, we answer your questions about important decisions, including who to name as a beneficiary, how to handle ...
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