Results for "IRA Alert"

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IRA charitable contributions a one-time tax break

May 7, 2007

If your client is charitably inclined and has an individual retirement account that is subject to required minimum distributions (over age 70½), it pays to make a direct transfer to the charity from the IRA, rather than using other funds for...

ERISA regulation trumps prenuptial agreement

April 23, 2007

If you have clients with sizable pension plans who are getting married for the first, second or third time — or more — the question of who gets the pension plan after death must be agreed upon now, and the agreement must hold up when the time...

The plan participant who was ‘active’ but not eligible

March 26, 2007

This is the time of the year that most individual retirement account contributions are being made, but they may or may not be deductible. If you are active in a company plan, and your income exceeds certain amounts, then you cannot deduct your...

Unexpected trouble on direct non-spouse rollovers

March 12, 2007

Transfers to non-spouse company retirement plan beneficiaries under the Pension Protection Act of 2006 are effective for 2007 (InvestmentNews, Jan. 29), but it turns out there may be problems and challenges in obtaining the intended benefits....

Protecting plan assets for non-spouse beneficiaries

January 29, 2007

Buried deep in the 900-plus pages of the Pension Protection Act of 2006 are several individual retirement account and plan gems that create new retirement planning opportunities for your clients. This is the opportunity of a lifetime for financial...

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