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“Third-Party Posts”
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Holder-Edsall & Associates, deems reliable but in no way does Holder-Edsall & Associates guarantee its accuracy or completeness. Holder-Edsall & Associates had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Holder-Edsall & Associates. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Holder-Edsall & Associates, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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3 IRA Tasks to Complete by the End of 2024
Sarah Brenner, JD Director of Retirement Education The year 2024 has flown by and the holidays season will soon be upon us. That means time is running out on year-end IRA deadlines. You will want to be sure to get the following three IRA-related tasks done...
The Zombie Rule
By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule applies when a non-person beneficiary (like an estate) inherits an IRA when the original owner died on or after his required...
Nuances of NUA
We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an eligible person to pay long term capital gains (LTCG) tax on the growth of company stock that...
The 10-Year Rule and Required Minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Good afternoon, If a client passed this year with four adult children inheriting equally, and each beneficiary is using the 10-year rule, how do they determine yearly required minimum distribution (RMD)...
Tax Filing Relief and Retirement Account Withdrawal Options for Hurricane Victims
By Ian Berger, JD IRA Analyst Victims of Hurricane Helene have at least a glimmer of good news when it comes to their tax filings and ability to withdraw from their retirement accounts for disaster-related expenses. The IRS usually postpones certain tax deadlines for...
Final Regulations Allow Separate Accounting for Trusts
Sarah Brenner, JD Director of Retirement Education The recent final required minimum distribution (RMD) regulations include a new rule change that may be beneficial for IRA owners who name trusts as beneficiaries. In the new regulations, the IRS allows separate...
Recharacterization Still Exists
By Andy Ives, CFP®, AIF® IRA Analyst When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to think long and hard about the transaction. For example, some questions to consider: 1. When will this money be needed?...
Surprising News About the New Statute of Limitations for Missed RMDs and Excess IRA Contributions
By Ian Berger, JD IRA Analyst A big change made by the SECURE 2.0 Act of 2022 was adding a new statute of limitations (SOL) for the IRS to assess penalties for missed required minimum distributions (RMDs) and excess IRA contributions. On its face, it looks like...
Eligible Designated Beneficiaries and Disclaimers: Today’s Slott Report Mailbag
Sarah Brenner, JD Director of Retirement Education Question: When an IRA owner dies after their required beginning date, can an eligible designated beneficiary choose either the life expectancy option or the 10-year payout rule? Answer: If an IRA owner dies on or...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Holder-Edsall & Associates, deems reliable but in no way does Holder-Edsall & Associates guarantee its accuracy or completeness. Holder-Edsall & Associates had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Holder-Edsall & Associates. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Holder-Edsall & Associates, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
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Holder-Edsall & Associates Location
Oklahoma City, Oklahoma
Office: 405-503-8491
Kim@okcityinsurance.com
