Consider the reasons for consolidating several IRAs into one account. Discusses manageability, fees, estate planning and distributions.
Read this case study on retiring and estate planning. Shows how to determine minimum distribution and conversion as well.
Read how the Fool.com writers integrate their strategy of investing with the tax benefits of Investment Retirement Accounts.
Discusses developing and monitoring a plan for retirement savings. Covers rolling 401(k) accounts into conduit IRAs.
Consider the choices available to the beneficiary of an IRA. Covers several different situations an IRA can be transferred.
Author stresses regular checking of retirement account activity to ensure growth. Asset allocation being the key to balancing risk and reward.
Author shares strategies for stretching out IRA and other retirement funds to maximum potential. Analyzes estate issues as well.
Learn how important beneficiary designation is for estate planning and mandatory distribution considerations.
Offers guidelines for maximizing benefits from IRA and 401(k) plans. Covers conversions from pre-tax accounts to the Roth IRA.
Focuses on the specific needs of physicians regarding changes in retirement strategy after the Taxpayer Relief Act of 1997.
Detailed strategies for extending retirement and inheritance wealth. Concentrates on naming grandchildren as beneficiaries.
Learn the basics of annuities and the costs and benefits associated with them. Read how to incorporate annuities in IRA portfolios.
Learn some strategies to grow wealth for children. Covers utilizing IRAs, investing games and basic mentoring.