IRA

The Tax Treatment of Inherited IRA accounts

12.12.2011 by Jon 2 comments
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Do you hate headaches? Well, you will probably get one if you inherit a traditional IRA. Why you ask? Well, the United States government has decided to create what I call the “labyrinth” of tax code for inherited IRAs.

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How to Calculate Your Required Minimum Distribution (RMD)

04.30.2011 by Jason Topp 0 comments
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Required minimum distributions occur on retirement accounts – it’s true! Learn how to calculate how much you’ll have to pull out and at what age!

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What are Required Minimum Distributions or RMDs?

11.07.2010 by Jason Topp 0 comments

We often spend a lot of time determining how much is needed to retire to create a paycheck that we forget we may get a raise once we reach age 70 1/2. This could have a huge tax impact on a taxpayer’s situation. So today I want to shed some light on Required Minimum Distributions…

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403b Rollover (and Conversion) To A Roth IRA At Sharebuilder

08.16.2010 by Bob 0 comments
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Rolling Linda’s 403b into an Roth IRA was a bit of a learning experience for me. I did this at the same time that I was rolling my 401k over at Zecco, so I just assumed that they would work pretty much the same way. Turns out I was wrong. ;)

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My Traditional IRA Conversion To A Roth IRA

08.09.2010 by Bob 8 comments

A few weeks ago I finally rolled over my old 401k into an IRA at Zecco. It would have been easier if I could have directly rolled it over to a Roth, but they and all the other online brokers that I looked into required that the 401k be rolled over to a traditional IRA, then converted to a Roth. It was an extra step, but really not much of a hassle…

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No Fee Roth IRAs At Scottrade

08.06.2010 by Bob 1 comment
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If you are shopping around for an online broker and have always been as annoyed as I am with paying an annual fee to have a Roth IRA, Scottrade may be your place…

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Roth IRA Tax Benefits and 2010 Conversion Rules

07.17.2010 by Guest 8 comments

Financially speaking, the country is facing a lot of uncertain times when it comes to retirement and estate planning as the year progresses. There are a lot of questions about investments, particularly with the increasingly popular Roth IRA. It is becoming a popular choice for those looking for retirement accounts and for 2010 the incentives to convert old accounts to a Roth IRA are big…

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