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IRA DATES & MILESTONES TO REMEMBER

IRA DATES & MILESTONES TO REMEMBER
These are the dates (and deadlines) too often forgotten.

By Herb White, CFP, MBA, East Denver LIVING WELL Magazine

IRAs come with complex rules and regulations. As these rules and regulations are occasionally forgotten or misinterpreted by IRA owners, here is a refresher.
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Stretch out your IRA – Barlow Capital Advisors – LIVING WELL Magazine

Stretch Out Your IRA
Courtesy Dan and R. Brennan Barlow, Barlow Capital Advisors, Denton LIVING WELL Magazine
After years of saving, you’ve accumulated significant wealth in your individual retirement accounts (IRA). So, what do you do next? You may want to think about extending the life of your IRA by stretching out its tax deferral over your life and the lives of your children and grandchildren. […]

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Dorsey & Company, Inc., on how to deal with multiple 401(k) plans – LIVING WELL Magazine

What Do You Do With Multiple 401(k) Plans?
Courtesy Dorsey & Company, Inc., New Orleans LIVING WELL Magazine
So far, life has been good to you. The career and family are thriving and your quest for a financially secure retirement has been going strong for decades. […]

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Douglas G. Goldberg, Esq., on retirement plans – LIVING WELL Magazine

Who Should be the Beneficiary of my Retirement Plan?

Douglas G. Goldberg, Esq., Colorado Springs LIVING WELL Magazine
Clients ask this question every day. And every day I have the same answer…
It depends. It depends on whether you want the beneficiary to have more control over the assets or the assets to be better protected from the beneficiary’s creditors, a lawsuit, or a failed marriage. […]

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Herb White on an Inherited IRA – LIVING WELL Magazine

AN INHERITED IRA: Here are some things to consider
By Herb White, CFP, MBA, East Denver LIVING WELL Magazine
Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster.
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