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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
Robin D.
Robin D.
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Vocational, Technical or Trade School
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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
abci168
abci168
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Can I withdraw distribution from my 401k for my IRA?
Can I withdraw my required mandatory distribution from my 401k for my insurance IRA? I have an IRA with an insurance company. It is qualified as IRA. I am 73 years old so I must take my required manda… read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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Lane, I have to my last question. The year old employee will
Lane, I have a follow up to my last question. The 69 year old employee will be working until he's 75. I thought with a 401k he did not have to begin taking the RMD until the later of April 1 of the ye… read more
Barbara
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I am the beneficiary of a non-qualified variable deferred
I am the beneficiary of a non-qualified variable deferred annuity that in addition to the lump sum all-at-once and lump sum over-five-years offers an option to transfer the funds into a beneficiary tr… read more
Barbara
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I have a client who is still employed until December 2016
I have a client who is still employed until December 2016 that is 73 years old. He has significant savings in his employer sponsored 403b with his current employer.My understanding is that he will be … read more
PDtax
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Owner
Master's Degree
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A taxpayer has a substantial amount in s 401K and is now
A taxpayer has a substantial amount in his 401K and is now turning 72. Am I correct that the taxpayer will be required to take the amounts out of the 401K and it will be taxable.If this is correct, ca… read more
Robin D.
Robin D.
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I had Social Security Disability, but I was able to work a
I had Social Security Disability, but I was able to work a part time job for 9 years. I am still working When I turned 66, and my Social Security Disability turned into Social Security Retirement. My … read more
LEV
LEV
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Bachelor's Degree
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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
Retired
Bachelor's Degree
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MINIMUM REQUIRED DISTRIBUTION QUESTION: A RETIRED 75 YEAR
MINIMUM REQUIRED DISTRIBUTION QUESTION: A RETIRED 75 YEAR OLD TAXPAYER IS TAKING ANNUAL MINIMUM REQUIRED DISTRIBUTIONS FROM A 401K PLAN AND IN THE PAST HAS RECEIVED DISTRIBUTION CHECKS IN THE MAIL. FO… read more
Robin D.
Robin D.
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I will turn 70 years old next year. I am working at a University
I will turn 70 years old next year. I am working at a University and plan to work here for three more years. I am putting money into a 403b account each month. Part of the set this pretax set aside is… read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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i was interested in the new type of annuity product called
i was interested in the new type of annuity product called a DIA. Deferred Income Annuities seem to covered in the PLR ********* in that they are annuities and get SEC 72 status like a SPIA. Does this… read more
Megan C
Megan C
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Hi, can I ask 401k related question from Japan? I worked
Hi, can I ask 401k related question from Japan? I worked in the US to have about $55K of 401K and moved to Japan last year. Now I do not have a plan to move back to the US and I do not need the $$ rig… read more
LEV
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I was 70 1/2 In 2012. I RETIRED MARCH 31, 2013 WITH A 401K.
I was 70 1/2 In 2012. I RETIRED MARCH 31, 2013 WITH A 401K. MY 401k BECAME AN IRA SHORTLY THEREAFTER. I THEN ROLLED OVER THE NEW IRA TO VANGUARD BUT WAS ISSUED THE RMD FOR 2012 BY ING WHICH GOT MY 401… read more
NPVAdvisor
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I have a solo 401k. I know that at age 70 1/2 I must withdraw
I have a solo 401k. I know that at age 70 1/2 I must withdraw the minimum distribution. Can I continue to make contributions after this time?… read more
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I am turning [email protected]/2 in September, I need to start using withdrawls
I am turning [email protected]/2 in September, I need to start using withdrawls from my IRA's, Annuity, 401K, I understand, My choice is receiving checks on December 31 of this year or April 1 of next year. My Que… read more
Stephanie B.
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I was the beneficiary of an annuity this year and would like
I was the beneficiary of an annuity last year and would like to to know if I qualify for 10-year averaging. The annuitant was a 102-year old relative who purchased the annuities on her own (i.e. not t… read more
Bill
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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
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