by Kenny | Jun 14, 2018 | IRA BLOG
Question: Is this a question you can help me with? Client’s husband & Wife had a living trust. Attorney suggested that all holdings be put into the trust or make the Trust the beneficiary. Husband died several years ago, in January, 2018 the wife died. There are... by Kenny | Jun 13, 2018 | IRA BLOG
A lot has changed in the last six months for certain federally declared disaster areas. The Bipartisan Budget Act of 2018 added relief for the California wildfires and mudslides of late 2017. The Disaster Tax Relief and Airport and Airway Extension Act of 2017... by Kenny | Jun 11, 2018 | IRA BLOG
Did you know your IRA could be escheated to the state as abandoned property? Not many IRA owners are aware of this possibility, but more and more are facing it. Escheatment – Bigger and Badder than Ever The legal theory of escheatment dates way back. It... by Kenny | Jun 7, 2018 | IRA BLOG
Question: Hello, I am retired and have done a Roth in plan rollover within my work 401K. Am I able to do a Roth rollover within a Fidelity IRA to a Fidelity Roth IRA? Is there a rule that limits the number of Roth IRA Rollovers you can do in a year or period of time?... by Kenny | Jun 6, 2018 | IRA BLOG
Most people know that, generally speaking, you cannot access traditional IRA money penalty-free until you reach age 59 ½. Early distributions are subject to a 10% early withdrawal penalty. Of course, like virtually every other retirement rule ever written, there are... by Kenny | Jun 4, 2018 | IRA BLOG
Suppose you unexpectedly incur a major liability, from a lawsuit or some other unforeseen cause. Will the funds in your IRA be protected from your creditors? Maybe … or maybe not. Here are the rules: Federal Law Protection If you own an IRA that you’ve...