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June 27, 2012

IRS Allows Spousal Rollover: Trust Beneficiary

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The IRS has issued the applicable federal rate (AFR) for October.

Among other things, these rates are uses to calculate substantially equal period payments (SEPP) under IRC § 72(t).

Please click here for October’s rates http://www.irs.gov/pub/irs-drop/RR-12-28.pdf

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Required Minimum Distribution (RMD)

Definition The minimum amount that must be withdrawn from retirement accounts, including qualified plans, 403(b) accounts, 457(b) accounts or IRAs, each year.  For retirement account

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