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What's Hot In Retirement Plans

IRA Quick Reference Guides in plain English…for more information, click on image.

Would you like clear advice based on a thorough analysis of your needs and assets?Do you worry...

Section 72(t) eliminates the 10% early distribution penalty that is usualy...

The Roth IRA is even hotter this year, as many individuals ,who were unable to fund a Roth...

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You Asked Us... and We Answered

  • An individual inherited an IRA from her father, and had been taking distributions over her single life expectancy. She named her son as the beneficiary of her inherited IRA. The original beneficiary had died, and I know her son sons to take distribution from the IRA that he now inherited. Should her son take distributions over his life expectancy or over his mother’s life expectancy?

    Also, how should the son’s inherited IRA be titled/registered? That is, should the name of the original owner be included , or should the name of his mother be included?
  • What is the deadline for recharacterizing my IRA contribution?