1Hr Podcast: 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties. Nov 2017


1Hr Podcast: 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties. Nov 2017

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1 Hour Podcastg> Prfesented by Denise Appleby

Tips include how to:

  1. Prevent rollover mistakes that can cost clients their IRAs; 
  2. Help clients ensure that the 'right' person inherits their IRAs; 
  3. Understand how clients can ensure that they do not make mistakes with RMDs. 

 

Tips:

  • 1: Abide by One per 12-Month Rollover Rule
  • 2: Obey the 60-Day Rollover Rule
  • 3: Spouse Beneficiary: Assess own vs. Inherited
  • 4: Check Exception by Plan Before Rollover
  • 5: Meet RMD Deadline
  • 6: RMD Aggregation Rules
  • 7: Move Inherited IRAs via Transfers
  • 8: Reconversion Too Soon
  • 9: Stick by 72(t) Rules
  • 10: Do Beneficiary Audits

 

 

Includes ‘Action Steps”

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