Qualified/Retirement

Reader Question – Inheriting Trusts & IRAs

I recently received a question from a reader, who I will refer to as TPS.  TPS contacted me through my contact me page – if you have a question feel free to use it!

TPS seems to be very confused, so rather than just answer the question I will post it so he can reply here.

Your

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June 16th, 2009 | Tags: , , , | Category: Estate Planning | Leave a comment

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Verify your Retirement Account's Beneficiary

The Supreme Court Has Spoken – Verify the beneficiary on your Retirement Account

In a recent case the United States Supreme Court has made it clear, YOU BETTER KNOW WHO IS THE BENEIFICARY ON YOUR RETIREMENT ACCOUNT!  The case dated Jan 26, 2009, titled, Kennedy v. Plan Administrator for DuPont Savings and Investment was decided by the

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February 27th, 2009 | Tags: , , | Category: Qualified/Retirement | 2 comments

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WSJ Follows up on Suspended Required Minimum Distrubtion for 2009

I briefly mentioned in my Article about Missing RMDs (Required Minimum Distributions) that RMDs were actually suspended for tax year 2009 (but remember not 2008!).  Well, today I found a great Q&A/Follow up on the Wall Street Journal Personal Finance Section website. It is appropriately titled “Details on the New IRA Rule” and was written

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January 19th, 2009 | Tags: , , , , | Category: Qualified/Retirement | One comment

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The IRS Backs Off on Finalized 403(b) Regulations

As I have stated I sometimes do advanced estate and retirement planning so I am not sure how many people will find this information useful, but hell its my blog so I’ll share it anyway!  Specifically, this information is for those people who run or are involved in a small 403(b).

Put very very very simply

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December 17th, 2008 | Tags: , | Category: Qualified/Retirement | One comment

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IRS Increases the Amount you can Save in a Qualified Account for 2009

I was on the IRS’ website today for a different research project (something associated with 403(b)s and the final reguations which become effective Jan 1, 2009 – if there is any interest in this info let me know and I”ll do a post) and I came along some great useful information for almost everyone.

The amount

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December 3rd, 2008 | Tags: , , , , | Category: Qualified/Retirement | Leave a comment

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