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I took out 250,000 from my Ira on dec 22 and returned it, on
I took out 250,000 from my Ira on dec 22 and returned it, on feb 22 . however that was 63 days. rather than the prescribed 60 days so does one take out holidays in the equation. … read more
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I had a traditional IRA at Wells Fargo Advisors.1. In January 2018, I took the minimum required distribution from that account. 2. In March 2018, Wells Fargo Advisors made a trustee to trustee (direct… read more
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I have two 401-K accounts that require a RMD for 2018 , if I take the 2018 withdrawals before April 15, 2019 ,What year will the RMD be taxed , 2018 or 2019 returns.… read more
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I turned 70 1/2 Feb 2017. I filed and received refunds from
I turned 70 1/2 Feb 2017. I filed and received refunds from Fed and State (NJ). I did not include RMD for a simple IRA I have with Chase. Can I include 2017 and 2018 RMD in the 2018 tax or do I have t… read more
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Trying to lower 2017 taxes. I have 401k at work. Also have
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I turned 70 October of 2017. In January 2018 found out I had
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MY HUSBAND HAS AN IRA FOR .335,585.87. HE TURNED 71 NOVEMBER
MY HUSBAND HAS AN IRA FOR .335,585.87. HE TURNED 71 NOVEMBER 24, 2017..WE DID NOT KNOW THAT WE WERE TO BEGIN TO TAKE OUT WITH RMD AT AGE 70 1/2. WHAT DO WE DO HOW DO WE START AND WHAT PENALITIES DO WE… read more
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How do I calculate how much I need to take from my IRA's
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I will be 69 in april. I will be 70 in april 2019 I will be 71 in april 2020. I have ira account and about four 401 K accounts . Who determins what I am required to take out of either just IRA or IRA … read more
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At I am require to start pull money, but I don't know how
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I have retired effective September 29, 2017. I am going to
I have retired effective September 29, 2017. I am going to transfer my 401k to an IRA. Am I required to take the minimal distribution this year or can I defer it to 2018? … read more
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I am 73 years old and divorced as of April 2017 living in
I am 73 years old and divorced as of April 2017 living in California. My ex-wife, 68 years of age, filed divorce in June 2016 and separated. I had $ 2 million in my IRA account as of Dec. 2016 and tra… read more
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I have an IRA with about $1.3 million. I turn 70.5 in August. I anticipate taking huge RMD's with corresponding tax consequences. My wife and I at retired. Our annual income is around $240/yr, Should … read more
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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
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After not receiving any information from my investment company, I contacted them regarding my RMD for 2011. I made the call on 29 Dec 11, and made arrangements for the RMD but it was not processed unt… read more
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