Required Minimum Distributions

http://www.youtube.com/embed/7ACzE1_DRxs What are Required Minimum Distributions (RMDs)? Required Minimum distributions, often referred to as RMDs, are amounts the IRS requires you to withdraw annually from your Traditional IRA or employer…

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Options when Inheriting an IRA

http://www.youtube.com/embed/cEiS_7xiCF4 Some assets, such as cash, are simple to pass on to heirs. Other assets, such as IRAs, have certain rules and conditions that change depending on the distribution method…

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Should You Retire to a Different State?

http://www.youtube.com/embed/lUDL4P-3KbE Many retirees consider relocating to another state upon retirement. Whether it is to be closer to children or grandchildren, to move to a different climate, or simply for a…

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Beneficiary mistake #6: Gifting away tax benefits

http://www.youtube.com/embed/MsHqG92jAvI" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"> Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life…

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