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Detailing the Pro-Rata Rule

For IRA distribution purposes, all IRAs (except Roth IRAs) are considered one big giant IRA. It doesn’t matter if you have one IRA that was rolled over from a former employer, and one SEP IRA with your current employer, and one contributory IRA where you put annual contributions, and one after-tax IRA where you put contributions for which you do not take a deduction. All four IRAs will be considered one IRA any time you take a distribution.

3 Surprising Ways Your Retirement Account Could COST You

When managing your retirement account, you should be aware of the unexpected ways those employer-sponsored or IRA accounts could actually COST you. Jeffrey Levine details 3 of those situations in the article below.

#GivingTuesday: Take Advantage of Qualified Charitable Distribution Before Year-End

If you are an IRA owner and are over age 70 ½ this year, you have to take your required minimum distribution (RMD) by December 31, 2013. If you want to give money to charity this year and haven’t yet taken your IRA RMD, you should consider giving your RMD directly to the charity. Click to find out why.

Think Twice Before Naming a Trust as an IRA Beneficiary

Many individuals are advised by their attorneys to set up a trust. There are a lot of good reasons to have a trust. But you really have to think twice before naming a trust as the beneficiary of an IRA. Read that sentence again – think twice before naming a trust as the beneficiary of an IRA. When that happens, who is the beneficiary of the IRA? Click to find out.

IRA Rules to be THANKFUL For

With Thanksgiving just days away, let’s reflect on some of the IRA rules you should be thankful for this year.

3 Tips When Planning for a Special Needs Child

Does one of your clients have a special needs child? Are you starting to plan yourself for a special needs child? Jeffrey Levine details 3 tips you should follow when planning for a special needs child.

What Does Your Will Mean to Your Estate?

Do you have a will? Most people who need one, realize that they need one. Most of those people actually do something about it and put a will in place for their estate. But what is your will really doing for you?

Contributing to an IRA When You Are Married Filing Separately

If you are married, you can choose between filing your federal income tax return as a joint return or as a separate return. In general, the married-filing separately (MFS) status typically gives you fewer tax benefits than filing jointly. We explain in detail below.

2014 Gift and Estate Tax Exemption Amounts Released

IRS has released the 2014 inflation adjusted numbers for estate and gift taxes. See the table at the link below for the numbers and the paragraphs following for a more detailed explanation.

Revoking Your IRA

When you first open an IRA with a financial institution (custodian), you have to sign the custodian's IRA contract. This IRA contract must contain an IRA agreement and an accompanying disclosure statement. Usually both these documents are contained in one IRA contract, with the disclosure statement attached right behind the IRA agreement.

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