Full Newsletter   Newsletter Archives

  Home    Services    Building Relationships    Industry Focus     About Us    Contact Us



 Glossary:  A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
Subject:
Item Title: New Rollover Rules for Inherited Qualified Plans
Summary:
The longer you can shelter money in a qualified retirement plan from taxes, the larger the account can grow. But if you inherit money from a qualified plan owned by someone other than your spouse, you may receive a taxable distribution that ends the shelter. Fortunately, a law passed in 2006 provides some new options for non-spouse beneficiaries that allow them to defer paying taxes on large inherited distributions. Take a look at the rules and who can benefit.
Comments/Questions:
Best Day(s) to Contact:
Best Time to Contact:  Morning   Afternoon   Evening  
Contact via:  Email   Phone  
Priority:  High   Medium   Low