Posts Tagged IRAs

Key IRA Changes Made by the SECURE Act

By Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, Founder and Owner of Appleby Retirement Consulting, Inc. Setting Every Community Up for Retirement Enhancement (SECURE) Act We think it is best to focus just on the SECURE Act’s changes to IRAs today versus employer plan changes as these changes are highly complex. It is best to cover […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals

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How to “Pensionize” Any IRA or 401(k) Plan

By Steve Vernon, F.S.A., Research Scholar, Stanford Center on Longevity I worked at Watson Wyatt Worldwide on the front lines of the transition from defined benefit and contribution plans in the private sector in the 1980s, 1990s, and the turn of the century.  I always thought it was not a good idea to ask individual […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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IRA Beneficiary Designations and Surviving Spouse Strategies

By Rex L. Hogue, Attorney and Partner, Haiman Hogue, PLLC Qualified retirement plans (QRPs) create numerous planning problems. I found that most people have no idea how much they complicate estate planning nor do they know how to deal with the complications. Many mistakes can be made that can be devastating, and frequently they are […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals

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Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting

By Denise Appleby, CISP, CRC®, CRPS, CRSP, APA, President of Appleby Retirement Consulting, Inc. We’re going to be looking at traditional IRA distributions at a very high level, and we’ll talk about Roth IRA distributions as well. I thought this would be an important topic to address because I’ve been receiving so many questions from […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals

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Year-end Planning and Compliance Requirements for IRAs

By Denise Appleby, CISP, CRC®, CRPS, CRSP, APA, President of Appleby Retirement Consulting, Inc. From a general perspective, we’re going to be looking at some transactions that must be completed by the end of the year in order for your clients to benefit from these provisions. I was speaking with some clients yesterday and I […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals, Retirement Plan Administration

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