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RMD question -- can a required minimum distribution amount
RMD question -- can a required minimum distribution amount from a 401k account be withdrawn to satisfy the RMD for the 401k and an IRA instead of taking a RMD from each?I know the total RMD amount nee… read more
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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
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I am turning 70 1/2 in october of this year. I want to take
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After age 70 1/2, when one must make annual RMDs from TDSP
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My client is 70.5 yrs old and must take an RMD from his 401k
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I have an annuity that I get money from every month. I am
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My husband and s brothers equally inherited 3 life insurance
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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
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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
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I am asking about the RMD (Required Minimum Distribution)
HI I am asking about the RMD (Required Minimum Distribution) for IRA funds when one's age exceeds 70.5 years. 1. If in a previous year, one distributed/cashed out more than the year's calculated RMD a… read more
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Lev
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I have multiple IRA's & 403B accounts. I am concerned about
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RMD on a Qualified SPIA? My wife and I each have a SPIA,
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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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I worked with Lev in early December. He advised me about the
I worked with Lev in early December. He advised me about the forms and additional information I needed to send to the IRS. He said to take my time before replying again. I have a question related to h… read more
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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
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Rollover of 401(k) into a trad. IRA variable deferred annuity
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