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There are no free lunches and there are no freedespite the advertisements you see to the contraryIRAs...In fact, IRA account owners are likely to face at least three types of fees: those associated with the account itself; fees associated with the
The Sacramento Bee What's the best way to transfer an IRA account between spouses in a living trust? This week, CPA Gregory Burke, a former IRS auditor now with John Waddell & Co...Several years before retirement, we established a living trust, which
This week, CPA Gregory Burke, a former IRS auditor now with John Waddell & Co...Several years before retirement, we established a living trust, which includes most of our assets. My wife is required to take (regular withdrawals) from her retirement
04/24/2013 10:33:15 AM PDT Updated: 04/24/2013 10:33:15 AM PDT Q: I contributed $6,000 to my IRA account in 2012. My tax preparer told me that this was $1,000 more than the allowed maximum contribution.
My wife will be 70 1/2 this year; she is still working and has a 401(k) retirement plan at work...Required minimum distributions (RMDs) are the amounts that a retirement plan account owner is required, by law, to withdraw annually. Generally, account
That means that you are responsible for funding your own retirement and the sooner you start saving, the better. Fortunately, most of today's employers offer plans you can contribute to...These plans have various names like 401(k), 403(b), or Simple
Well, the new fiscal-cliff law contains some good news for those who have such desires and the wherewithal. The American Taxpayer Relief Act of 2012 has extended for a year the qualified charitable distributions provision that allows them to do that.
I decided to write this piece after hearing incorrect advice regarding Individual Retirement Accounts (IRAs) repeated for the second time in a week. If you have or plan to open an IRA, like to save money on taxes, and don't like aggravation, please
05/30/2012 01:52:11 PM PDT Updated: 05/30/2012 01:52:12 PM PDT Q: I like my investment advisor a lot, and he has done a great job managing my investments during my retirement years. His annual fee is approximately 1 percent of the value of the
IRA account owners need to be aware of all sorts of different dates, ages and clocks...Unfortunately though, the tax code isn't exactly friendly when it comes to timing issues, Levine wrote in the current issue of Ed Slott's IRA Advisor newsletter.