Posts tagged "IRA"

immediate annuity transfer

Use an Immediate Annuity/Life Insurance Combo to Transfer Your IRA to Heirs

Are you planning to transfer your Individual Retirement Account (IRA) assets to your spouse or children after your death? If so, beware: you may think your heirs will “stretch” the distributions out over their own life expectancies, but they may prefer a lump-sum payment-minus the 30 to 70 percent they?ll owe in income and estate taxes. You have another option, […]

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Posted by bobrichards - March 18, 2013 at 7:33 pm

Categories: life insurance   Tags: , ,

Why Complete Your 401k Rollover?

Why Complete 401k Rollovers?

You may think you’re taking control of your future by maintaining a qualified retirement plan offered by a former employer, such as a 401(k), 403(b), or government 457 plan. But are you? Some retirees take a passive approach to their retirement assets, keeping accounts with past employers for the sake of simplicity or maybe even laziness. Bust others are smarter […]

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Posted by bobrichards - April 28, 2011 at 3:01 pm

Categories: 401k Rollovers   Tags: , , , , , , , , ,