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OUR LATEST POSTS

required minimum distribution table

Required Minimum Distribution Table

There is not one required minimum distribution table - there are actually three. The required minimum distribution table to be used is different for each circumstance: If you...
mandatory 301k distribution

Mandatory 301K Distributions (do you mean 401k) ?

Since a number of people mistype mandatory 301(k) distributions when they mean 401(k), we posted here the rules for mandatory 401(k) distributions. The general rule is...
life insurance

Use Pre-Tax Money to Buy Life Insurance

“Hey,” you think, why not buy the life insurance with my IRA money, and then I will be using pre-tax money.” Right you are....
prorata rule

The Pro Rata Rule

It’s not uncommon that people can have both pre-tax dollars and post-tax dollars in their IRAs or qualified plans. This happened under the following...

Exceptions to the 70½ Rule

If you work for a company and do not own at least 5% of the company, you don’t need to take distributions until April...
10% penalty

Exceptions to the 10% Penalty

Previously, we discussed Section 72t and the ability to remove funds from an IRA before age 59 ½ using substantial equal periodic payments. There...