Category Archives: Inherited IRAs

Denise ApplebyPlease mark Your IRA Calendar with the following deadlines

Denise Appleby (Sep 19, 2011)

October 17: Deadline to recharacterize a 2010 Roth Conversion or IRA Contribution. October 31: Deadline to provide trust documentation to the IRA custodian, if the IRA owner died during 2010 and the beneficiary of the IRA is a qualified trust. … Continue reading →

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Lewis RobinsonRequired Minimum Distributions for 2010

Lewis Robinson (Mar 11, 2011)

April 1, 2011 Deadline If you turned 70 ½ in 2010, you must take your 2010 Required Minimum Distribution (RMD) by April 1, 2011.  Also remember that you will have to take your 2011 RMD by December 31, 2011. Click … Continue reading →

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Lewis RobinsonEstate as a Beneficiary of Your IRA Is Usually a Mistake!

Lewis Robinson (Feb 13, 2011)

If you make your estate the beneficiary of your IRA, you will lose some of the opportunities to stretch the IRA over the life of your beneficiaries. Your objecive in regard to your beneficiary forms should be to allow your … Continue reading →

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Lewis RobinsonInherited IRAs

Lewis Robinson (Feb 05, 2011)

February 5, 2011 An inherited IRA is an IRA inherited by anyone other than the spouse. A non-spouse IRA beneficiary cannot do an IRA rollover. Only a spouse can do a rollover to their own account. The non-spouse can move … Continue reading →

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