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Special rules for inherited IRAs
April 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 190
Abstract: Normally, retirement plan distributions made to a nonspouse beneficiary after the account owner’s death are taxable at the time they are received and cannot be rolled over to the beneficiary’s own IRA. However, employer-sponsored retirement plans are required to offer nonspouse beneficiaries the option to roll over inherited amounts tax-free in a direct rollover to an inherited IRA. This article lists the special rules that apply to an inherited IRA.
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Don’t skimp on disability income insurance
Fall 2014
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 190
Abstract: Those who are self-employed or whose employer’s benefits package is a little skimpy might benefit from buying their own disability income insurance policy. This brief article explains how, if a person becomes ill or injured and is unable to work, such coverage can mean the difference between a comfortable convalescence and a financial crisis.