The paperwork associated with rolling over money from one IRA to another can vary, depending on where you have your retirement accounts and what type … [Read more...]

If you don't take your IRA distribution on time, it's expensive. The penalty is 50% of the withdrawal you should have taken. IRS wants you to take IRA … [Read more...]

Naming an estate as an IRA beneficiary is bad estate planning. Or failing to name any beneficiary, by default, makes your estate the IRA beneficiary. … [Read more...]

With people building up large amounts in IRAs and taking early retirement, people want to tap into their retirement accounts before they reach age … [Read more...]

Even though there are no tax benefits, there may be circumstances when clients should name a trust as their IRA beneficiary. Trusts, however, create … [Read more...]