Deadlines: October
Please mark your IRA calendar with the following deadlines October 1 If you own your own business, and you are thinking of starting a SIMPLE
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District Court: Inherited IRAs Protected in Bankruptcy
In Brandon Clark, 2012 DC W The Bankruptcy Court for the Western District of Wisconsin denied the claim of exemption from bankruptcy for an Inherited
Estate Beneficiary of IRA: IRS Allows Transfers to Inherited IRAs for Beneficiaries of Estate
“ In private letter ruling (PLR) 201208039, the estate of the deceased IRA owner was the named beneficiary of the IRA. However, the IRS ruled
7 Things You Need to Know About Retirement Financial Advice
“ 2012 Pension Research Council Symposium dinner keynote address given by Harold Evensky on the topic “7 Things You Need to Know About Retirement Financial
IRS Allows Spousal Rollover: Trust Beneficiary
“ The IRS has issued the applicable federal rate (AFR) for October. Among other things, these rates are uses to calculate substantially equal period payments
Most Americans Not Using IRAs
“ “ “March 26, 2012 — Only 22% of Americans say they are saving for retirement by contributing to an individual retirement account (IRA), according
Announcement 2011-81-IRS Provides Relief for Certain IRAs-Indemnification
“The IRS Provides Relief With Respect to IRAs Whose Owners Have Entered Into Certain Agreements With Brokers or Other Financial Institutions This announcement provides temporary
Definition of Retired- Rehired After one day voids retirement PLR 201147038
Requested a ruling: As to whether allowing participants who are eligible for subsidized early retirement benefits to “retire” on one day in order to qualify
Social Security Benefits Increase in 2012
Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 60 million Americans will increase 3.6 percent in 2012. The 3.6 percent cost-of-living
Retirement Assets Total $17.5 Trillion in Fourth Quarter 2010
“Total U.S. retirement assets were $17.5 trillion as of December 31, 2010, up 5.2 percent in the fourth quarter of 2010 and up 9.1 percent
