It's not news that individual retirement account owners must withdraw required minimum distributions (RMDs) from their IRAs after reaching age 70, or that beneficiaries must make similar withdrawals. But it was news when, in 2009, Congress granted...
Let's face it: governments are broke and the Social Security system will likely be spending more than it takes in by 2016. Future retirees need your help.
With shriveled 401(k) balances, shrunken housing wealth, and a precarious job market, millions of Americans truly continue to struggle in the aftermath of the economic downturn. For many, retirement dreams have all but evaporated. A new survey by...
If your clients are considering liquidating their at-work retirement plans, here's what they should know about the costs and consequences, as well as some preferable alternatives.
The financial crisis has been cited as one of the reasons why Americans are so unready for retirement. But, let's face it. The retirement crisis began well before the lost decade supposedly upset the Baby Boom generation's grand retirement plans.
PLR prevents post-mortem reformations of trusts as designated beneficiaries of IRAs
