Posts Tagged Minimum Distributions
-
One Benefit for Achieving Age 70 1/2 or older
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Is there a benefit to aging? The American Taxpayer Relief Act of 2012 is telling us there is a huge benefit to hitting the golden age of 70 1/2, especially if we hold qualified retirement accounts, such as IRA...
-
Dos and Don’ts of Managing an Inheritance
By Curt Ford Nash Nash Bean & Ford An inheritance is a bittersweet thing. On one hand, the circumstance which brought about the inheritance is the death of a loved one. On the other hand, your loved one valued your relationship with them enough to think of you and try to make your life bette...
-
They’re Back!!! RMDs are back for 2010!
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We manage assets to protect valued retirement money against life’s risks – taxation is a risk. We are continuing our theme during this 1st half of 2010 on the tax risk we face with our retirement money. ...
-
A New Tax and Retirement Opportunity in 2010
By Curt Ford Nash Nash Bean & Ford We all know the importance of saving for retirement. However, those earning above $100,000 have had one retirement saving opportunity denied them: the Roth IRA. The Roth IRA, which became available to some people over a decade ago, is like a traditional I...
