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June 27, 2012

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 (SEPP) under IRC § 72(t).

Please click here for October’s rates



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Definition The minimum amount that must be withdrawn from retirement accounts, including qualified plans, 403(b) accounts, 457(b) accounts or IRAs, each year.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

Required beginning date (RBD)

Definition The date by which a retirement account owner must begin distributing required minimum distribution (RMD) amounts from a Traditional,  SEP or SIMPLE IRA, a

Individual Retirement Arrangement (IRA)

 Definition Individual retirement arrangement (IRA) is an umbrella term that covers individual retirement account and individual retirement annuity. These are retirement savings vehicles established by

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IRA Rules