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I'm 72 and have two annuities held as qualified IRA
I'm 72 and have two annuities held as qualified IRA annuities by the issuing financial companies, separate from my original traditional IRA. As I understand it, the annuities are subject to their own … read more
Lane
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My wife has an annuity that was rolled over from a 401k. My
My wife has an annuity that was rolled over from a 401k. My question is, can the insurance company ask us to calculate the RMD using the original investment amount without considering the balance on t… read more
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Tax.appeal.168
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Can i use the profits from a self directed IRA (Real Estate
Can i use the profits from a self directed IRA (Real Estate Monthly Income), and be taxed regularly. It was a Beneficiary IRA so I know I don't have the 10% penalty and that I do have to take the RMD.… read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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This is a question pertaining to RMD. I have an annuity that
This is a question pertaining to RMD. I have an annuity that was funded with IRA money from which I am taking monthly $1,278.55 draw downs.. This is $15,342.60 annually to which MetLife had previously… read more
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I have an annuity that I get money from every month. I am
I have an annuity that I get money from every month. I am retired and turned 711/2 in January of 2017 . Do I still have to take the mandatory withdrawal this year? … read more
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Tax.appeal.168
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I have an IRA with a death benefit. When the required
I have an IRA with a death benefit. When the required minimum withdrawal exceeds the value of the balance of the IRA not considering the death benefit what shpuld I do? … read more
Lev
Lev
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What is the penalty for rolling an IRA without taking the
what is the penalty for rolling an IRA without taking the required distrabution … read more
Lane
Lane
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My husband and s brothers equally inherited 3 life insurance
My husband and his brothers equally inherited 3 life insurance vehicles (I believe all provided some form of annualized benefit to their mother during her lifetime). I have the 1099-Rs for all three a… read more
Robin D.
Robin D.
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My 70th birthday was on January 15, 2016. I have three
My 70th birthday was on January 15, 2016. I have three -pension and annuities. I have one million and 100 1,100.000 in annuities I have 300,000 in an ira I have 160,000 in another ira. I understand I … read more
Robin D.
Robin D.
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RMD question. I have a traditional IRA I tracked my non
RMD question. I have a traditional IRA for which I tracked my non deductible contributions so I know my cost basis. I also have what Vanguard calls a ROLLOVER IRA. This ROLLOVER IRA is former employer… read more
Lane
Lane
JD, CFP, MBA, CRPS
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If I take a lump sum distribution from my pension and put it
If I take a lump sum distribution from my pension and put it in an IRA or annuity do I have to pay take on the whole amount in the year that I take the distribution or can I pay tax on the retirement … read more
Lev
Lev
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Bachelor's Degree Equivalent
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RMD on a Qualified SPIA? My wife and I each have a SPIA,
RMD on a Qualified SPIA? My wife and I each have a SPIA, opened with qualified money, which pays for our Genworth Long Term Care insurance. Each year we receive a distribution and each year we receive… read more
Lane
Lane
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Doctoral Degree
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I need to take an RMD this year. Must I take it from both
I need to take an RMD this year. Must I take it from both my IRAs and my TSAs (403b), or can I take it from just an IRA OR a TSA… read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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for the purpose of the "Required Minimum Distributions", I
for the purpose of the "Required Minimum Distributions", I have several IRAs, annuities, and two 401K that I turned to IRAs. I am 701/2 years old this year. After detemining the total amount that I am… read more
Phillip B, EA
Phillip B, EA
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I have managed accounts at a major brokerage house for my non
I have managed accounts at a major brokerage house for my non contributory IRS, IRA annuity and Keogh. At age 69 in year 2000, I took out an annuity from 1/2 of my IRA. It was implied or I misundersto… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I turned 70.5 this year (2011) and need to take RDMs (required
I turned 70.5 this year (2011) and need to take RDM's (required minimum distributions) from my 6 different IRA accounts. One of these accounts is a 7 year Immediate Annuity for which I have been recei… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I have a rollover IRA plus tax deferred annuities. My question
I have a rollover IRA plus tax deferred annuities. My question is,can I withdraw enought from just the IRA to satisfy the aggerate amount, or must I withdraw the minimum amount from each account separ… read more
Lev
Lev
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Bachelor's Degree Equivalent
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Rollover of 401(k) into a trad. IRA variable deferred annuity
Rollover of 401(k) into a trad. IRA variable deferred annuity with a guar minimum income stream at a % interest calc of original purchase payment into the annuity. No annuitization, and the income dra… read more
Bill
Bill
Master's Degree
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