Retirement and Wealth Planning: IRS Changes Rules Governing Beneficiary and Distribution Options for IRAs and Other Retirement Plans.
Revenue Ruling Brings Relief. If you inadvertently missed the 60-day deadline for completing a rollover, Revenue Ruling 2003-16 may offer you relief ...
INCREASE YOUR RETIREMENT INCOME BY GIVING AWAY ASSETS? AMAZING, BUT TRUE!
Don't Neglect Those Beneficiary Designations. Many clients assume that writing a will or doing a living trust takes care of their affairs at death, but this may not be true ...
Beneficiary and Distribution Options. How do you choose beneficiaries of IRAs and qualified plans?
Articles by John Crawford, a Board Certified Tax Attorney, published in Fifty and Furthermore: Don't Let Your Retirement Go to the Dogs It's Crunch Time for Baby Boomers When to Consult A Lawyer Beneficiary Designations on Retirement Accounts Maybe You Don't Really Want to be a Millionaire Partners In More Ways Than One Social Security Retirement Benefits for Couples Beneficiary Designations Continued - The S T R E T C H IRA
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