Posts Tagged ‘ira assets’


Roth IRA Conversions For 2010

Icon Provided by Joseph Regenstein IV, CMFC on February 2, 2010

In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year.

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Tags: beneficiaries, beneficiary, distributions, heirs, IRA, ira assets, irs, life expectancy, minimum withdrawals, older investors, retirement, Roth, roth ira conversion


Inheriting an IRA – Make Sure You Pay Attention to the Rules.

Icon Provided by Joseph Regenstein IV, CMFC on November 10, 2009

What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance.

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Tags: beneficiaries, beneficiary, distributions, heirs, Inherited IRA, IRA, ira assets, ira balance, irs rule, lump sum, required minimum distribution, tax scenario